Who We Are

About Miles Financial Services

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, Miles Financial Services serves clients in eight states providing unbiased, 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.

Making investment decisions can be difficult!

But you don’t have to do it on your own.

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.

Our Clients

401(k) Plan Administrators

You want solutions that fit you and your business without the hassle of doing it all on your own and we get that!

Families & Individuals

Listening to and understanding your needs are the most important part to help you achieve your financial goals.

Insurance

When the unexpected happens you want to be sure you and your family are protected.

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®

Randy Miles Sr. has been providing investment recommendations and support to individuals and business owners since 1981.

He founded Miles Financial Services, Inc. in 1996 to provide his clients with indispensable advice, free from the constraint of affiliations with investment banking and insurance corporations. Providing his clients with the options and education necessary to make prudent financial decisions. Before starting Miles Financial Services, Randy was affiliated with Prudential Insurance and Financial Services.

Randy achieved the Accredited Investment Fiduciary® (AIF®) designation in 2013. This highly sought after designation is recognized as a symbol of trust and integrity with a strict adherence to fiduciary standards. Randy holds FINRA Series 6, 7, 63, 65, and 66 licenses, is a 3/21 Investment Fiduciary to 401(k) plans along with several health and life insurance licenses to better serve his clients.

Randy is very committed to Tyrone. He is a member of the Tyrone Area Chamber of Commerce and he supports a variety of organizations and charities in the larger Tyrone and surrounding communities. Find out more about the Brian Morden Foundation.

Jan Miles

Jan joined her husband, Randy, to co-found Miles Financial Services in July 1996. She manages all office administration which includes all back office support for Randy and Bud. Licensed in Pennsylvania, Jan supervises the quoting, proposal, and implementation process of all individual and group medical insurance products including “service after the sale.” Jan Miles works in an administrative capacity and is not a registered representative or investment advisor representative.

Jan achieved the professional designation of Certified Senior Advisor in 2002, distinguishing herself as a trusted professional, dedicated to the high ethical standards of care in assisting those over age 65 who deal with the unique challenges facing our senior population today.

Bud Boom

Bud Boom joined Miles Financial Services in 2006. Prior to joining the practice, Bud operated a private agriculture business for 25 years. That experience brings a wealth of knowledge to the issues facing individuals, business owners and executives alike. He provides sensible solutions with a smile.

Bud holds FINRA Series 6, 63 and 65 securities licenses, and is life and health insurance licensed. His knowledge of the individual, family and group health insurance marketplace in Pennsylvania is unparalleled and, Bud is a licensed and certified Medicare specialist. He has a deep understanding of the differences between Medicare Supplement and Medicare Advantage products. Bud is a trusted and reliable resource of information given the complexities and sometimes confusing landscape known as Medicare.

Bud and his wife Rhonda reside in Tyrone, and he is very involved in the community. He serves on the board of directors of Penn Highlands Hospital Tyrone, the Northern Blair County Regional Sewer Authority and is a trustee of the Central PA Landlords Association and Camp Anderson.

Check the background of this investment individual at FINRA’s BrokerCheck.

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
Get Directions

Copyright © 2024
Miles Financial Services, Inc.