Making investment decisions can be difficult!
But you don’t have to do it on your own.
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.
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...read more
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.read more
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.read more
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.
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®