Milestone Financial Planning, LLC

Bedford, NH

New Hampshire

Registered In

12/04/2001

Incorp. Date

Company Summary

Milestone Financial Planning, LLC at 3 Executive Park Dr # 200, Bedford, Nh 03110 lists Jennifer Climo of Bedford, NH and Kathryn Lund-Wilde of Westford, MA.

Overview

Registered In

New Hampshire

Incorporation Date

12/04/2001

Company Type

Domestic Limited Liability Company

Status

Good Standing

Registration Type

Domestic

Phone

(603) 589-****

Website

milestonefinancialplanning.com

Email

***@milestonefinancialplanning.com

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People

Jennifer L Climo Registered Agent	3 EXECUTIVE PARK DR # 200, BEDFORD, NH 03110 68 SANDSTONE DR, BEDFORD, NH 03110 (Mailing)
Jennifer Climo Member	3 EXECUTIVE PARK DR STE 200, BEDFORD, NH 03110
Kathryn Lund-Wilde Member	6 CRUSADE RD, WESTFORD, MA 01886
Jonathan Harrington Member	3 EXECUTIVE PARK DR STE 200, BEDFORD, NH 03110
Jennifer Climo Manager	3 EXECUTIVE PARK DR STE 200, BEDFORD, NH 03110
Jonathan Harrington Manager	3 EXECUTIVE PARK DR STE 200, BEDFORD, NH 03110
Kathryn Lund-Wilde Manager	6 CRUSADE RD, WESTFORD, MA 01886

Showing current associates only (7 of 9 total associates). Create a free account to see the full associate history

Map & Locations

3 EXECUTIVE PARK DR # 200, BEDFORD, NH 03110 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Mosaic Financial Advisors

Bedford, NH

Financials

Financial Information for Milestone Financial Planning, LLC

Form 5500

MILESTONE FINANCIAL PLANNING, LLC

3 Executive Park Suite 200, Bedford, Nh 03110 (603) 589-8010 EIN:10-0000873 Plan Admin:Compass 360, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$611,107 / $756,408	2023	MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001	18 / 15	$611,107 / $756,408
2022	Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$428,615 / $611,107	2022	MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001	12 / 12	$428,615 / $611,107
2021	Plan NameMILESTONE FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY7 / 12 Assets BOY/EOY$304,156 / $428,615	2021	MILESTONE FINANCIAL PLANNING 401(K) PLAN - Plan #001	7 / 12	$304,156 / $428,615
2020	Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$133,762 / $304,156	2020	MILESTONE FINANCIAL PLANNING, LLC - Plan #001	6 / 7	$133,762 / $304,156
2019	Plan NameMILESTONE FINANCIAL PLANNING, LLC Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $133,762	2019	MILESTONE FINANCIAL PLANNING, LLC - Plan #001	5 / 6	$0 / $133,762

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MILESTONE FINANCIAL PLANNING, LLC

2 Commerce Dr, Bedford, Nh 03110-6699 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$108,930 Forgiven$109,596 LenderFirst Western Trust Bank Jobs5	04/09/2020	$108,930	$109,596	First Western Trust Bank	5

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:3 Executive Park Dr Bedford, NH

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Person/City Match:Jennifer L Climo - Bedford, NH

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Person/City Match:Jennifer Climo - Bedford, NH

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Sources

The following government agencies have contributed data:

• New Hampshire Department of State • U.S. Department of Labor • U.S. Small Business Administration