Client Resources

Part of your personal financial planning goals should be to stay abreast of current market information and business news. We are proud to provide you with an all-encompassing venue to access the latest market news and information.

CIRStatements

CIRStatements.com is your source for consolidated account information! CIRStatements.com allows you to easily consolidate and organize all your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on this secure website!

Wealthscape Investor (SM)

Delivers direct access to Wealthscape.

Premier Network of Financial Advisors®

part of a large branch called Premier Wealth Management®. One of the benefits of working with a representative who is part of the Premier Network of Financial Advisors® is the opportunity to closely interact with an advisor who is part of something bigger. We are independent and on our own, but we are not alone. The Premier Network of Financial Advisors® consists of multiple advisors in multiple states with clients in 48 states, Washington DC and Puerto Rico.

Cambridge Investment Research, Inc.

Cambridge Investment Research is an independent broker-dealer that processes the business of financial professionals and holds responsibility for regulatory compliance oversight and adherence to securities laws. An independent broker-dealer allows financial professionals to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. Independent thinking is truly valued

Our Community

Miles Financial Services is proud to be part of the Tyrone community. We support many community activities – take a look at just a few of the organizations we support here.

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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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Miles Financial Services are not affiliated. Securities services offered to residents of PA. Advisory services offered to residents of all 50 states.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Miles Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Miles Financial Services, Inc.