Financial Planning in Berks County
Guiding Clients for Over Three Decades
Velekei Giles Financial Advisors strives to improve our clients’ lives by guiding them to financial security. We do this by providing a personal and caring relationship with a dedicated team of professionals. The core focus of our firm is providing financial planning and analysis that creates clarity and confidence for our clients. Velekei Giles provides advice that is independent of any investment or insurance company.
Goals-Based & Comprehensive
Financial Planning Services
Velekei Giles specializes in goals-based, comprehensive financial planning and analysis that is tailored to the specific needs of our clients. We capitalize on our many years of experience to provide financial guidance and management that will help our clients reach their goals. We pride ourselves on providing a personal relationship with a dedicated team of professionals to guide clients to financial security.
Investment Management
An optimal investment strategy is imperative for any financial plan.
Retirement Planning
Creating a comfortable retirement begins by planning in advance.
Life Insurance Services
Ensuring family is protected is an important component of a complete financial plan.
Who We Are
Guiding Clients for Over Three Decades
Velekei Giles Financial Advisors has over three decades of experience in crafting tailored financial planning, investment management, and life insurance solutions for clients. With this level of experience, the firm knows what works well for clients, and how to best navigate the roadblocks that may appear during life’s journeys.
Financial Planning
Navigating Life’s Financial Journey
Sometimes life gets in the way of properly addressing our finances. But eventually, a lack of planning can limit our choices and opportunities. After decades of working with successful clients, we have seen impactful results in helping clients to organize and coordinate all aspects of their finances to improve their lives.