The Giles Financial Group Information

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.