Individuals

Your Personal

Financial Management

Located in the heart of rural Pennsylvania. We are not owned by an insurance company or a bank. We offer objective advice for your retirement, education, and wealth management planning. Your interest and goals are at the center of any recommendations we make.

Financial Planning Services

With today’s financial landscapes and the variety of investment products available, it can be extremely difficult for an individual to formulate an investment strategy to reach their financial goals. What if you had a friend and confidant ready to help you invest and make choices about your future?

Welcome to Miles Financial Services, Inc. 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. Listening to and understanding your needs are the most important part of our process.

Financial planning is a road map to help you achieve your financial goals!

Insurance Services

We offer a variety of insurance services to help protect you and your family when the unexpected happens. Our professionals can provide an objective analysis of your insurance plans and offer opportunities to improve your current coverage. Because we are an independent business, we have the ability to offer products from a variety of insurance vendors.

Please contact us to learn how a custom financial plan and insurance package can benefit you.

Retirement Solutions

Not sure what to do with your retirement savings once you’re retired or how to invest your 401k plan assets? You’re not alone.

If you don’t know what to do with your retirement savings once you retire or how to invest your retirement plan assets, you’re not alone. Clients come to us quite often with these questions. They spend their entire working lifetimes saving for retirement but when it comes time to retire they have no idea who to talk to for objective advice. Making these investment decisions can be difficult but we’re here to help, you don’t have to do it on your own.

Miles Financial Services, Inc.

1222 Pennsylvania Avenue, Suite 202 | 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, and SC. 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.