Welcome to Betro | Mileszko & Company
Wealth Management Advisors
Welcome to Betro | Mileszko & Company. By contacting us, you have taken an important step toward financial security and peace of mind for you and your family.
Since its founding in 1958 in downtown Boston, Betro and Company has been providing high quality accounting, tax and advisory services to New England families, businesses and non-profit organizations. By focusing on each client’s needs and developing creative solutions, the company has become recognized as a leader in its profession. It is in this same tradition that we established a wealth management service through Betro | Mileszko & Company, a SEC Registered Investment Advisor. Betro | Mileszko & Company fulfills our vision of providing professional investment management services designed to meet our clients’ goals without conflicts of interest.
1. A trustworthy financial partner you can depend on.
2. A low-cost portfolio designed to meet your specific needs.
3. Expert independent guidance in selecting and monitoring your investments.
4. Relief from the burdens of making ongoing investment decisions.
1. Complete and return your Confidential Investor/Client Profile which you can download from our site or request by mail.
2. Review your personal investment proposal to learn more about the portfolio we’ve designed to meet your needs.
3. Establish and fund your accounts (we will complete all the necessary forms for you to sign.)