Velekei Giles Financial Advisors
Financial Services, 955 Penn Ave, Wyomissing, Pennsylvania, 19610, United States, 1-10 Employees
Phone Number: +16*********
Who is VELEKEI GILES FINANCIAL ADVISORS
Velekei Giles Financial Advisors specializes in goals-based, comprehensive financial planning that is tailored to the specific needs of our individual and corporate clients. Our custom ap...
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Headquarters: 955 Penn Ave, Wyomissing, Pennsylvania, 19610, United States
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Date Founded: 1986
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Employees: 1-10
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6411
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NAICS Code: 524210 |
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Frequently Asked Questions Regarding Velekei Giles Financial Advisors
Answer: Velekei Giles Financial Advisors's headquarters are located at 955 Penn Ave, Wyomissing, Pennsylvania, 19610, United States
Answer: Velekei Giles Financial Advisors's phone number is +16*********
Answer: Velekei Giles Financial Advisors's official website is https://gilesfinancial.com
Answer: Velekei Giles Financial Advisors's revenue is $5 Million to $10 Million
Answer: Velekei Giles Financial Advisors's SIC: 6411
Answer: Velekei Giles Financial Advisors's NAICS: 524210
Answer: Velekei Giles Financial Advisors has 1-10 employees
Answer: Velekei Giles Financial Advisors is in Financial Services
Answer: Velekei Giles Financial Advisors contact info: Phone number: +16********* Website: https://gilesfinancial.com
Answer: Velekei Giles Financial Advisors specializes in goals-based, comprehensive financial planning that is tailored to the specific needs of our individual and corporate clients. Our custom approach extends to all areas of financial planning. Our advisors have specific expertise and focus in investment management, retirement planning and life insurance services. David Giles started The Giles Financial Group in 1986, and Patrick Velekei joined the firm in 2002 as a financial advisor. In 2020, Dave Giles and Patrick Velekei formed a partnership and succession plan and renamed the firm Velekei Giles Financial Advisors. Today, the firm is comprised of four experienced financial advisors delivering a higher level of planning, care and attention to clients. Velekei Giles Financial Advisors prides itself on providing a personal relationship with a dedicated team of professionals to guide clients to financial security.
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