In the News

 


The National Association of Plan Advisors (NAPA) announced its 2016 list of Top Women Advisors and we are pleased to once again say that Susan Stiles has made the list as "Captain" .The lists were drawn from nearly 500 nominations submitted by NAPA Firm Partners. More than 15,000 votes were cast in support of these individuals.


Congratulation to Susan!

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Congratulations to Susan Stiles on being named to the 2016 Financial Times 401 Top Retirement Advisors! Susan joins financial advisors from 41 states and Washington, D.C. in being selected as one of the nation's 401 top DC plan advisors.

 


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Deb Rosenberg's "Hot Topics in Retirement Plan Investments" was recently published in PSCA.

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Susan Stiles is featured in Sun Current where the Mature Lifestyles special section focuses on financial planning. Here you'll find a colorful beginning to Susan's career and she discusses how financial and economic literacy are essential when looking out for your own interests.

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Susan Stiles featured in Financial-Planning.com — Tapping 529s.

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Congratulations to Susan Stiles for receiving the Wealth Manager Five Star Professional Wealth Manager Award.*  The criteria for this award includes those individuals who provide exceptional service and overall satisfaction as indicated by peers and industry experts. Congratulations Susan!

 

 

Five Star Professional 2015 Reprint

 

* To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.  Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com.

 


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Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.