Welcome to Betro | Mileszko & Company
Wealth Management Advisors
Who We Are
Welcome to Betro | Mileszko & Company.
Betro | Mileszko and Company was established in 2007 with a single goal in mind; to help clients meet their financial goals by carefully coordinating their tax, retirement, estate and investment plans using a holistic approach. By having one firm who understands your overall financial picture, important decisions can be made on your behalf to help ensure your financial needs are being considered and met. As a Registered Investment Advisor, we serve as a fiduciary for you, which means we are required to place your interests ahead of all else when making investing decisions. We take the time to get to know you and what’s most important to you, and will make investment decisions using an objective, unbiased and independent approach.
Three Easy Steps to Get Started
Complete
Complete and return your Confidential Investor/Client Profile which you can download here or request by mail.
Review
Review your personal investment proposal to learn more about the portfolio we’ve designed to meet your needs.
Establish
Establish and fund your accounts (we will complete all the necessary forms for you to sign.)
What You Can Expect from Us
