Wealth Management

 

About Us
Stiles Financial Services, Inc. delivers superior financial life planning and management services through developing personalized, long-term client relationships.

We focus on servicing the needs of the individual, family, and company.

Our product is our Service and our Process. Our commitment is exclusively to our clients. We keep pace with our clients evolving needs and expectations by using the latest tools and technologies available in the financial services industry today.

Our goal is to provide creative and personal handling of your financial needs and to
exceed rather than simply meet your expectations.

Our Philosophy
Building long-term relationships is our priority at Stiles Financial Services, Inc. We start the journey by taking the time to listen and to understand each of our clients personally. Together, we carefully chart a course for financial success. We believe in using prudent investment strategies. We are dedicated to guiding and sustaining our client's direction.

Stiles Financial Services, Inc. is an independent financial services, asset management and consulting firm. As independent financial professionals we have the freedom to provide guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong relationship with you and to assist you as we strive to turn your dreams into reality.

Unique Needs, Busy Lives
Successful financial planning does not belong in a "one-size-fits-all" package. Every individualis unique, and financial plans are equally unique.

We work with individuals at all stages of their financial planning to identify realistic goals, provide counsel on appropriate products and tools, manage investments, track results and successfully plan and organize their financial lives. Effective plans are designed to be flexible and personal. They must be monitored closely, particularly when major life transitions occur, such as births, retirement, job changes, death, divorce, marriage, college, and household relocation.

Suite of Services
Personal Financial Planning Division

Life Planning Advisor Services • Financial Advice & Retirement Planning • Budgeting & Savings • Wealth Enhancement • Estate Planning • College Savings • Investments	Ongoing Advisor Services • Portfolio Reviews • Rebalancing & Asset Allocation • Ongoing Advisement Services • Monitoring Investments
Risk Management • Life Insurance • Health Insurance • Retirement & Income Replacement • Long Term Care & Disability Planning	Forms of Engagement • Annual Retainer • Comprehensive Financial & Estate Planning • Project Based
Portfolio Management • Asset Allocation • Diversification • Wealth Accumulation	Our Fee Structure • Flat Fee • Percentage of Assets • Commission

Unless otherwise exempted by law, this website is, and our investment advisory and securities transactional services are, only for residents of CA, CO, CT, FL, GA, IA, MN, NY, OR, TX, VA, WA, WI. Securities & Advisory Services offered through Cambridge Investment Research, Inc., Member FINRA & SIPC and a Registered Investment Adviser. Stiles Financial Services, Inc. is a Registered Investment Adviser. Cambridge Investment Research, Inc. & Stiles Financial Services, Inc. are not affiliated.

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