Eric Birdsall is a financial advisor at Milestone Consultants, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at Cadaret, Grant & Co., Inc., Hornor, Townsend & Kent, LLC, and HSBC Securities (USA) Inc. In addition to his advisory role, Birdsall volunteers with the Rotary Club of Whitney Point and serves as a member of the Board of Trustees for the Village of Whitney Point.
Milestone Consultants, Inc. is a small registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension or profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, with a notable focus on discretionary management for retirement plan participants and a strategic approach that combines fundamental, technical, and tactical allocation methods.