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MilestonesFinancial advisor in Waterloo, IA

Milestones is a financial advisor at 978 Home Plaza #400, Waterloo, IA 50701, ranked #4 of 18 financial advisors in Waterloo and rated 4.6 from 10 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.

Waterloo, IAUpdated 0 paid placements in any rankingHow we rank

Call (800) 264-0785Website ↗

Key facts

Key facts about Milestones
Address978 Home Plaza #400, Waterloo, IA 50701Get directions
Phone(800) 264-0785
Websitemilestones-planning.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 3 PM
Google rating4.6 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waterloo and 2 towns within 25 miles: Cedar Falls and Waverly.

Based in Waterloo, IAView on map

Opening hours

Opening hours for Milestones
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Milestones

How is Milestones ranked in Waterloo?

Milestones is ranked #4 of 18 financial advisors in Waterloo by RFA Score, with 70 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’ hours?

Milestones is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Milestones serve?

Serves Waterloo and 2 towns within 25 miles: Cedar Falls and Waverly. 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?

Milestones has a rating of 4.6 from 10 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?

Call Milestones on (800) 264-0785. The business is at 978 Home Plaza #400, Waterloo, IA 50701. 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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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Milestones compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Milestones (this business)—704.6 (10)NoNo
Veridian Credit Union#2764.5 (235)NoNo1.8 mi
Thrivent Financial: Midwest Group#3724.9 (23)NoNo3.4 mi
Financial Outfitters Group#5695.0 (14)NoNo7.4 mi

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