16 Commerce Drive, Wyomissing, PA 19610
Phone: 610-373-7311
 
Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com Javascript DHTML Drop Down Menu Powered by dhtml-menu-builder.com

The Giles Financial Group is a strategic team of insurance and financial advisors who provide sophisticated, custom-designed financial solutions to businesses and individuals. We define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services.

Our goal is to maximize value and minimize risk for our clients’ assets. We offer unprecedented levels of expertise to high net worth and/or highly compensated business owners, professionals, and executives.

The Giles Financial Group, which was established in 1986 by David A. Giles, is an independent financial services firm. Our professionals offer a broad range of products and services from the nation's leading insurance and investment companies.
 
Giles Staff
 
Wealth Management   Retirement Planning   Employee Benefits

Maximize family inheritance
Integrate charitable desires
Insure business succession
Reduce income, gift and estate taxes
Maximize life insurance benefits
Review and analyze existing policies
Manage disability risk
Decrease long-term healthcare risks
 
Accumulate and preserve wealth
Forecast retirement income needs
Manage and diversify asset allocation
Maximize retirement income
Provide guaranteed lifetime income
Maximize 401k and IRA accounts
Access private money managers
 
Medical Insurance
Group life and disability insurance
Dental and vision plans
Voluntary life and disability insurance
401k plans
Executive compensation plans
  Check the background of our investment professionals on FINRA's BrokerCheck at: www.brokercheck.finra.org
Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC
Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive, Suite 300, Akron, Ohio 44333-2431* 1-800-765-5201.
The Giles Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
*Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as a financial planner.