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Milestones Financial ServicesFinancial advisor in Annapolis, MD

Milestones Financial Services is a financial advisor at 888 Bestgate Rd Ste 408, Annapolis, MD 21401, ranked #44 of 196 financial advisors in Annapolis and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Annapolis, MDUpdated 0 paid placements in any rankingHow we rank

Call (443) 482-5176Website ↗

Key facts

Key facts about Milestones Financial Services
Address888 Bestgate Rd Ste 408, Annapolis, MD 21401Get directions
Phone(443) 482-5176
Websitemilestonesfinancialservices.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Annapolis and 11 towns within 25 miles: Parole, Arnold, Severna Park, Crofton, Pasadena, Lake Shore, Green Haven, South Gate, Odenton, Bowie and Mitchellville.

Based in Annapolis, MDView on map

Opening hours

Opening hours for Milestones Financial Services
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Milestones Financial Services

How is Milestones Financial Services ranked in Annapolis?

Milestones Financial Services is ranked #44 of 196 financial advisors in Annapolis by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Milestones Financial Services’ hours?

Milestones Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Milestones Financial Services serve?

Serves Annapolis and 11 towns within 25 miles: Parole, Arnold, Severna Park, Crofton, Pasadena, Lake Shore, Green Haven, South Gate, Odenton, Bowie and Mitchellville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Milestones Financial Services?

Milestones Financial Services has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Milestones Financial Services?

Call Milestones Financial Services on (443) 482-5176. The business is at 888 Bestgate Rd Ste 408, Annapolis, MD 21401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Milestones Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Milestones Financial Services (this business)—624.0 (4)NoNo
Elite Income Advisors#42625.0 (26)NoNo20.2 mi
The Payments Connoisseur#43625.0 (26)YesNo21.0 mi
Curio Wealth#45625.0 (3)NoNo2.1 mi

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