Advisor at Milestone Consultants, Inc.
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Firm
Milestone Consultants, Inc.
Location
Whitney Point, NY
Credentials
Series 66
Industry experience
15 years
Eric Birdsall is a financial advisor with Milestone Consultants, Inc. in Whitney Point, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. before founding Milestone Consultants in 2017. Outside of his advisory work, Birdsall is active in his community as a volunteer with the Rotary Club of Whitney Point and serves on the Board of Trustees for the Village of Whitney Point. Milestone Consultants serves individuals, high-net-worth clients, corporations, charities, and pension or profit-sharing plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes retirement-plan services, providing ERISA fiduciary and non-fiduciary consulting and managing a notable concentration of plan-related assets for its size.
Based on Milestone Consultants, Inc.
$0 - $50,000: $50,000+: 0.50% to 1.00% annually
$200 per hour for financial planning and retirement plan consulting
Whitney Point, NY
New York
Milestone Consultants, Inc.
2017 - Present (9 years)
Cadaret, Grant & Co., Inc.
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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