The Giles Financial Group is a strategic team of senior 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.
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Maximize family inheritance |
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Integrate charitable desires |
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Insure business succession |
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Reduce income, gift and estate taxes |
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Maximize life insurance benefits |
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Review and analyze existing policies |
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Manage disability risk |
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Decrease long-term healthcare risks |
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Accumulate and preserve wealth |
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Forecast retirement income needs |
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Manage and diversify asset allocation |
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Maximize retirement income |
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Provide guaranteed lifetime income |
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Maximize 401k and IRA accounts |
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Access private money managers |
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Medical Insurance |
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Group life and disability insurance |
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Dental and vision plans |
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Voluntary life and disability insurance |
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401k plans |
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Executive compensation plans |
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| Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services |
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. |
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