Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Peter Milone is an investment advisor representative at The Colony Group, LLC. John Peter Milone has been working in the financial industry since 03/2024. John Peter Milone is registered in Massachusetts as an investment advisor representative. John Peter Milone has experience in Financial Planning, Portfolio Management for Individuals, Pension Consulting, and Portfolio Management for Pooled Investment Vehicles. The Colony Group, LLC is a Registered Investment Advisor with over $50 Billion in assets under management. The firm provides a variety of services, including financial planning, portfolio management, and tax preparation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MA
11/20/2024 - Present
THE Colony Group, LLC (Boston MA)
Active
Inactive
Not sure John Milone is the right advisor for you? Invested Better is here to help.
