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 is your source for consolidated account information! 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

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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
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Miles Financial Services are not affiliated.

This communication is strictly intended for individuals residing in the states of AL, CO, DE, FL, NY, PA, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Miles Financial Services, Inc. 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.