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 30 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

April 2019

It’s that time of year again. Did you make your 2018 IRA contribution yet? What percentage of your pay do you contribute to your 401(k)? When was the last time you reviewed the beneficiary(s) of any retirement plan you own? Stay nimble, be tactical and know what you...

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March 2019

How much investment risk are you taking in your 401k plan? Do you think it’s too much or do you feel it’s not enough? What methods did you, or do you use when making investment choices? You know, you don’t have to go it alone. Maybe it’s time you and I talk.

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February 2019

Shutdown…. weaker earnings forecasts….uncertain trade agreements….my oh my the attention given to fear and uncertainty. Don’t retreat, redeploy. Stay nimble, be tactical and know what you own.

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A Desire To Help Others

At Miles Financial Services, Inc., we celebrate our 20th anniversary in 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


Isn’t it time we talk?

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