A Team for Today with a Vision of Tomorrow
As fiduciary consultants and advisors we have worked hard to position our firm different from the rest. We keep pace with Plan Sponsors and participants evolving needs and expectations by using the latest tools and technologies available in the retirement services industry and delivering a proactive, detailed and custom service model. Through the implementation of best practices, our focus is to mitigate fiduciary risk and exposure by providing a defensible process. Our conviction is to do what is right for our clients and not only help them realize their financial potential, but help support retirement outcomes. We do this by managing costs through effective negotiation, full transparency and disclosure. We avoid scenarios that could result in conflicts of interest and prohibited transactions. We are an independent fee based consulting firm that is vendor and investment neutral.
Stiles Financial Services, Inc. delivers integrated and personalized wealth planning and portfolio management services.
Establishing long term client relationships is the cornerstone of how SFSI develops custom, detailed and creative solutions and strategies to guide clients toward achieving their dreams and goals. Our service and process model is geared to produce suitable outcomes by providing clients with informed choices. It is our objective to keep pace with our clients evolving needs and expectations by proactively employing the latest tools and technologies and staying current with the changing market place. We value the importance of meeting our clients on a regular basis through preemptive and responsive engagement. We are a fee based provider of financial services.