Josh  Hartley,  CFP<sup>&reg;</sup> - Financial Advisor

Josh Hartley, CFP®

Financial Planner

Milestone Investment Group

510 Lincoln Rd
Columbus, MS 39705-2226
FINANCIAL ADVISOR'S WEBSITE
(800) 748-3470
(662) 328-3300

General

Josh Hartley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestone Investment Group in Columbus, MS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MS, AL
  • Fixed annuities: MS, AL

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Personal Taxes

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Helpful Financial Planning Resources