Mylestone Plans

  • Financial Services
  • Rockville MD
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
1300 Piccard Dr, Suite 206, Rockville MD
Website
mylestoneplans.com
Phone
(301) 816-3196
Employees
5
Founded in
1988
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Mylestone Plans

Mylestone Plans is a firm based in Rockville, Maryland, with a team of four employees. While their revenue exceeds $10,000, specific financial metrics are not disclosed. The company operates as a marketing name for Amir Eyal and Aleksandr Roytman, registered representatives of Lincoln Financial Advisors Corp. Mylestone Plans serves a diverse clientele of businesses and nonprofit organizations across the nation. Their comprehensive services encompass institutional offerings for these entities, as well as personalized financial and investment planning for their leaders and employees. This approach positions them as a one-stop solution for a broad range of financial needs. Mylestone Plans distinguishes itself through its commitment to exceptional customer service, meticulous attention to detail, and unwavering dedication to client success. These values, coupled with their extensive network of financial professionals, are key drivers of their reputation in the industry. For further information about Mylestone Plans, interested parties can visit their website at mylestoneplans.com or reach out directly through provided contact details.

Mylestone Plans Industry Tags

Designing Cost Effective Retirement Plans
Investment Management
Comprehensive Financial and Estate Planning
Financial Education
Nonprofit Benefit Planning
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FAQ

What is the location of Mylestone Plans's headquarters?
The headquarters of Mylestone Plans are situated at 1300 Piccard Dr, Suite 206, Rockville MD
What is Mylestone Plans's phone number?
Mylestone Plans's contact number is (301) 816-3196.
What is Mylestone Plans's official website?
The official website of Mylestone Plans can be found at mylestoneplans.com.
What is Mylestone Plans's current revenue?
As of February 2019, Mylestone Plans's annual revenue reached $10B.
How many employees does Mylestone Plans currently have?
Mylestone Plans employs approximately 5+ people as of February 2019
Which industries is Mylestone Plans primarily operating in?
Mylestone Plans operates in the following industries: Finance, Credit
What are Mylestone Plans's industry tags?
Mylestone Plans's industry tags include: Designing Cost Effective Retirement Plans, Investment Management, Comprehensive Financial and Estate Planning
When was Mylestone Plans founded?
Mylestone Plans was founded in 1988.

Employee Directory

Key Employees

Myranda Armey

Director of Retirement Plans Services

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