Making investment decisions can be difficult!

But you don’t have to do it on your own.

Financial Advice

Servicing the needs of individuals, families, and clients that wanted an independent, personalized approach to financial planning.

Are You A 401(k) Plan Sponsor?

Our firm, along with our broker-dealer Cambridge Investment Research, Inc., has cultivated relationships with many providers.

Client Resources

We are proud to provide you with an all-encompassing venue to access the latest market news and information. Explore our Client Resources.

Celebrating Nearly 40 years of serving our community.

Located in the heart of rural Pennsylvania, we are independent financial professionals who cut through the clutter of Wall Street, offering common sense advice for your retirement, education, and wealth management planning. Your interest and goals are at the center of any recommendations we make. 

Randy’s Thoughts

December, 2019

Until the work required to iron out a trade deal stops being played out on twitter and various other means, expect some wild days for stocks. Of all the trends I follow, economists and money managers I read, as of the date of this writing manufacturing continues to...

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November 2019

Life has a way of reining us in from our daily routines, reminding us of what really matters. Friday, October 25th at 5:08 PM was one such occasion for me and my family. That’s when we learned our 3 ½ year old granddaughter Adeline (Addie) Miles was diagnosed with a...

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September 2019

And the magic carpet ride continues. Manufacturing flashed a slowing signal early in August for the first time in 10 years. Our economy is still growing albeit slower but the rest of the developing world continues to struggle. Think trade has anything to do with this?...

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A Desire To Help Others

At Miles Financial Services, Inc., we’ve spent nearly 40 years servicing the needs of individuals, families, and clients that wanted an independent, personalized approach to financial planning. Our business has grown since then, but our desire to help others is still at the forefront of everything we do. Cambridge Investment Research, Inc., our broker-dealer, shares our values and supports us while providing the freedom to manage our business the way we want – in your best interests.

Our Team

When you choose Miles Financial Services, Inc., you choose an experienced and caring team that will help you find the financial solution that works best for you.

Randy Miles Sr., AIF® 

Jan Miles

Bud Boom

Check the background of this investment individual at FINRA’s BrokerCheck.

Reach us

1222 Pennsylvania Avenue, Suite 202
Tyrone, Pennsylvania 16686


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