We Earn Your Trust

Through reliable investment advice

Stay Nimble. Be Tactical. Know What You Own.

401(k) Business Services

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. 

Stock Index

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.

Who We Are

Randy entered the financial services industry in February 1981 with a global financial services leader. In July of 1996 he formed Miles Financial Services, Inc. fulfilling his goal to provide objective, independent advice to individuals and families.

Now, more than 40 years later, Miles Financial Services serves clients in 9 states providing unbiased, personalized investment advice. Although we’re proud of our growth, our desire to help others remains our core value proposition in everything we do. 

Cambridge Investment Research, Inc., our broker-dealer, is licensed in all 50 states and Puerto Rico. They share our values and support us while providing the freedom to manage our business the way we want – in your best interests.

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

Brian Morden Foundation

Miles Financial Services, Inc. raised $15k during last years Premier Wealth annual meeting for the Brian Morden Foundation..

Randy’s Thoughts

March 2024

March 2024

What happens to your 401k or anything you own if you die unexpectedly? Do you have a will? What if you become so sick or injured that you can’t act or speak for yourself. Do you have a named financial power of attorney and a named healthcare power of attorney? Married...

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January 2024

January 2024

There has been a good bit of selling to start the year primarily in the tech heavy NASDAQ and the magnificent 7 hasn’t been spared.  This selling, or rotation, doesn’t mean investors are selling out big tech or the magnificent 7. It means profits are now being taken...

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December 2023

December 2023

Merriam-Webster defines trust as the assured reliance on the character, ability, strength, or truth of someone or something. They define integrity as the quality of being honest and having strong moral principles that one refuses to change. To me, you can't have one...

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Celebrating Over 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.

Isn’t it time we talk?

Miles Financial Services, Inc.

"Stay Nimble, Be Tactical and Know What You Own®"

 

5523 E. Pleasant Valley Boulevard, Suite 2

Tyrone, Pennsylvania 16686 | 814-684-7603

Office Hours: M-F 7:30 – 3:30. Evenings and Saturdays by appointment
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Miles Financial Services, Inc.