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 comprehensive wealth management service through Betro | Mileszko & Company, a Registered Investment Advisor. Betro | Mileszko & Company fulfills our vision of providing a full and complete array of wealth management, estate planning, retirement planning and tax planning services aligned with our clients’ needs and requests.
What you can expect from us as a client
1. A trustworthy financial partner you can depend on.
2. A low-cost portfolio designed to meet your specific needs.
3. Expert guidance in selecting and monitoring your Fidelity and Vanguard funds.
4. Relief from the burdens of making ongoing investment decisions.
Three Easy Steps To Get Started
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.)