HSB Retirement Planning Specialists - Monica Milleson, CFP , AIF

May 2023

I really appreciated how thorough Monica was in explaining the retirement planning process to me. She values the importance of educating young people on their investment options (especially young women!), and I walked away from our meeting with a much clearer understanding of how I can invest my funds. If you're in the York area looking for a clear and honest approach to figuring out your financing options, I would definitely get in touch with Monica!

Feb 2022

I have been very impressed with the planning and investment management services that Monica has provided me with over the past 6 years. It has resulted in remarkable market gains but I appreciate that she takes the time to explain the risk of each of the investment options she presents. She has done such a good job for me that it looks like I will be retiring early.