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Milestone Insurance and Investment ServicesFinancial advisor in Plano, TX

Milestone Insurance and Investment Services is a financial advisor at 3369 Premier Dr Ste 200, Plano, TX 75023, rated 4.0 from 3 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.

Plano, TX0 paid placements in any rankingHow we rank

Call (972) 763-0500Website ↗

Key facts

Key facts about Milestone Insurance and Investment Services
Address3369 Premier Dr Ste 200, Plano, TX 75023Get directions
Phone(972) 763-0500
Websitemilestonepnc.com
HoursMonday to Thursday: 9 AM – 6 PM; Friday: 9 AM – 5 PM
Google rating4.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Plano and 11 towns within 25 miles: Allen, Murphy, Richardson, Sachse, Addison, Garland, Wylie, Frisco, The Colony, McKinney and Carrollton.

Based in Plano, TXView on map

Opening hours

Opening hours for Milestone Insurance and Investment Services
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Milestone Insurance and Investment Services

What are Milestone Insurance and Investment Services’ hours?

Milestone Insurance and Investment Services is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 6 PM; Friday, 9 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 Milestone Insurance and Investment Services serve?

Serves Plano and 11 towns within 25 miles: Allen, Murphy, Richardson, Sachse, Addison, Garland, Wylie, Frisco, The Colony, McKinney and Carrollton. 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 Milestone Insurance and Investment Services?

Milestone Insurance and Investment Services has a rating of 4.0 from 3 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 Milestone Insurance and Investment Services?

Call Milestone Insurance and Investment Services on (972) 763-0500. The business is at 3369 Premier Dr Ste 200, Plano, TX 75023. 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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