Our Approach

Our approach and philosophy is to deliver proactive and integrated personalized advisory and consulting services. We believe in education and work hard to stay abreast of our changing environment. We bring our knowledge and expertise to our clients by helping them understand the guiding principles and processes required to achieve results that align with formulated goals.

We Are:

  • Experienced independent retirement consultants
  • Fiduciaries for plans that we consult
  • Committed to participant retirement outcomes
  • Flexible and nimble in our service model
  • Held to a high standard of excellence by ourselves and to our clients that we serve
  • Advocates for the plan and the participants by working with the vendor and service providers to disclose, deliver and engage in a collaborative bilateral process
  • Followers of fiduciary best practices which includes, documentation, oversight, transparency, accuracy and communication


 

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, NV, 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.