Milestone Insurance serves DFW with insurance and investment services. We work for you! In addition, as a team of independent representatives, Milestone has access to every major insurance company and all investment options. Also, being independent means working for the best interest of each client and not for a specific company. We understand that our success is based on the success of every individual we serve.
Based on a client’s goals, income, risk tolerance, and many other factors, Milestone can design a plan to help you meet your financial goals. Also, with our knowledge and experience, you can be confident in our ability to develop a winning strategy for meeting all your financial needs. Finally, plan today for your future tomorrow.
With more than 21 years of experience, Joe Washko, Founder of Milestone Insurance and Investment Services, has built a team of professionals to meet all of your financial planning needs – including investments, college funding, retirement planning, insurance protection, estate planning, and tax services.
Joe Washko, a seasoned financial planner, works with individuals and small groups to insure and invest their assets in preparation for a comfortable retirement.
Joe’s success is based on his exceptional ability to create individual plans that best serve the needs of each unique client in every stage of life, from fresh out of college through marriage, raising and educating kids, to retirement.
Dedicated to protecting the resources of each client, Alex will evaluate your insurance needs and design a customized protection plan best suited to your situation. His objective is to place you with a financially sound, competitively priced insurance company. Alex’s philosophy is to develop a rapport of trust with his clients, which will be the foundation of a close working relationship for years to come.
Alex graduated from Texas Tech University and holds a General Lines license in the state of Texas. He is authorized to offer Property and Casualty, Life, Accident, Disability, and Health Insurance.
William Dobbins is one of our licensed property and casualty agents. William provides exceptional VIP treatment to all our current and future clients. As a big believer in customer service, William will not rest until all or your needs are met to the highest standard.
Customer satisfaction is his top priority. With over 5 years of Customer Service experience, you can rest assured knowing that you will be taken cared of here at Milestone Insurance and Investment Services.