Contact us at (608) 592-4412 or info@lodilakewisconsin.org

Office Hours: 9:00 am-3:00 pm M/W/F

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Milestone Investment Management

  • Financial Services
160 South Main Steet
Lodi, WI 53555
(608) 592-6982
(608) 592-0130 (fax)
  • About

    The mission of MILESTONE INVESTMENT MANAGEMENT is to make each client's long term financial goals a reality through sound wealth management and investment advisory services. In 2006 Milesstone Investment Management affiliated with Commonwealth Financial Network, the nation's largest independent broker/dealer. This allows Milestone Investment Mangement to offer a wide variety of products and services, backed by a financial services company with a stellar reputation. Take the worry out of do-it-yourself investing- schedule your appointment with Chuck today.Call 608-592-6982