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, we serve clients in 9 states providing 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 2025
We generate fears while we sit... We overcome them by action. - Dr. Henry Link -Randy Randy's Thought March 2025
February 2025
WHAT PEOPLE SEE: SUCCESS WHAT PEOPLE DON'T SEE: Hardwork, persistence, late nights, rejections, sacrifices, discipline, criticism, doubts, failures, risks. -RandyRandy's ThoughtFebruary 2025
September 2024
CHALLENGES Anyone can hold the helm when the sea is calm. -RandyRandy's ThoughtSeptember 2024
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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