Who We Are
About Miles Financial Services, Inc.
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.
Check the background of this investment individual at FINRA’s BrokerCheck.