Guiding clients for three decades
Purpose
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 retirement planning and financial management that creates clarity and confidence for our clients. Velekei Giles provides advice that is independent of any investment or insurance company.
Services
Velekei Giles specializes in goals-based, comprehensive financial planning that is tailored to the specific needs of our clients. We have specific expertise and focus in the following areas:
Learn how we can help guide you.
Our Clients
We work best with financial delegators planning for retirement who value financial guidance and ongoing management.
"If you can't explain it simply, you don't understand it well enough."
-Albert Einstein
Who We Are
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. We capitalize on our many years of experience to provide financial guidance and management that will help our clients reach their goals.
