Milestone Financial Group, Inc.

(712) 623-5726
505 North 3rd Street, Red Oak, Iowa, 51566

Business hours

Monday 9:00am to 4:00pm
Tuesday 9:00am to 4:00pm
Wednesday 9:00am to 4:00pm
Thursday 9:00am to 4:00pm
Friday 9:00am to 4:00pm

About us

Bringing 50+ Years of Collective Experience In the Financial Services Industry As business owners ourselves, Dan and Denise are passionate about helping businesses in rural communities thrive. We understand you are busy and pulled in a million different directions. We are here to make life a little easier for you. To address the specific needs, concerns, opportunities, and struggles that small business owners and professionals endure. In addition to helping business owners, we work busy medical professionals and couples that have questions around retirement and tax questions. Our job is to ask the right questions, so we can help you pursue your personal and business financial goals, from planning to execution.

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