Millstone Financial Group Millstone

Millstone Financial Group Reviews

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  Raymond Obolsky
  5

  Great guys (Don and Mike). Very knowledgeable in all aspects of finance. They care about your success!!! Both Don and Mike watch your investments like it's their own. I take comfort in that. They are both proactive and work hard for you. They are always around for a quick question. They listen to your needs . They have helped me greatly with my 401k , insurance as well as any other money concerns I may had. I recommended them to all my family and friends as both are a pleasure to work with.

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  Angela Rivieccio
  5

  For years I have been working with Millstone Financial. Mike and Don have been nothing but professional. I feel like I am a family member when talking with them. I always know that they would never steer me wrong. I really feel as if they are a part of my family. They are always a phone call away. They listen to all of my questions and always respond to them in a way I can understand. They are one of the most trusting people I have ever worked with. Looking forward to keeping my relationship with them for years to come! I would recommend them to anyone and everyone I know. Keep up the good work!

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  Wayne Borella
  5

  Mike Russo has been our financial advisor for over 10 years, he was referred to us by a good friend when we were looking for a whole life insurance policy after the birth of our first child.  Over the years Mike has helped my wife and I invest several different retirement plans and and we even leverage his knowledge when we have questions on our home or auto insurance policies and even on our taxes.  If something ever comes up and I need a quick reply I either send Mike an email or a quick text and he always gets back to me. Mike is more than a financial advisor to our family, he is a good friend.  Two years ago he helped us through a very difficult time when my wife's father passed away.  He helped us through all the paperwork and he sat down with us and created a retirement plan for my mother in law making sure she would be ok. Thank you Mike for the years of advice and planning.  Our family appreciates it. Wayne and Leigh-Ann Borella

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  Sam Burke
  5

  I met Don and Mike at a seminar in freehold in 2018. They have been on top of everything regarding my financial plan. My wife and I recently received an 35 wedding anniversary card from Don and Mike. I believe these guys really care about my personal life as well as my finances.

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  Manuel Arancibia
  5

  It has been an overwhelmingly pleasant experience working with Don from Millstone Financial. He is extremely knowledgeable, approachable, responsive, and never fails to walk through complex financial conversations in an easy-to-follow manner. We’ve discussed and found solutions for my family's budgeting, retirement planning, home ownership options, insurance, saving for our children’s future, every one of our financial concerns, and every short and long-term goal. He is fantastic at providing different perspectives that has helped us navigate through our financial options and has put our mind at ease knowing that, together, we established an achievable, yet realistic plan that we were very comfortable with. I would highly recommend beginning a conversation with him and utilizing his expertise as he is, without a doubt, a wealth of knowledge.

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  Mark Pond
  5

  I have been dealing with Millstone Financial Group for over 8 years. Both Mike and Don great. They are extremely knowledgeable and have done a great job in helping reach and exceed my retirement goal. I would highly recommend working with them. Mark P

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  Keith Farrell
  5

  My family and I have worked closely with Don and Mike for the past 10 years. We have seen firsthand how their knowledge, guidance and responsiveness can drive exceptional portfolio results. Millstone Financial Group has my highest recommendation. Keith Farrell

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  Thomas Barber
  5

  I have been working with Don and Mike since i lost my job in 2009. They helped me through very difficult times and were there for me day and night. Since then i have opened my own business and Don and Mike have been a great resource. We have a company 401(k), and a complete employee benefits program. Thank you for helping me in the lean years when other firms would not even return my call. I am forever grateful to the both of you. Tom.

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  Thomas DuPont
  5

  I have been dealing with Donald and Michael for over 14 years. They have been my "go to resource" with regards to my personal and family financial planning and business matters. They have navigated me through very complicated retirement and estate planning issues. I would highly recommend their services. If you are looking for a "big firm" they are not not your guys. They are a hands on "boutique" I have golfed with them, I have had dinner with them and have had them as guests at my family Holiday Party. They have become both family and trusted advisors. Look no further if you are in need of financial assistance. T.J. DuPont Princeton NJ

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  Ron weissman
  5

  Mike and Don have done a great job for me and my wife Myrna. I have referred them to many of my friends and family. They give straight forward honest advise. They also return phone calls ! I highly recommend Millstone Financial .