Guiding clients to their financial goals for over three decades
Velekei Giles specializes in goals-based, comprehensive financial planning that is tailored to the specific needs of our individual and corporate clients. Our custom approach extends to all areas of financial planning. We have specific expertise and focus in the following areas:
Life Insurance Services
Learn how we can help guide you.
Velekei Giles Financial Advisors provides advice that is independent of any investment or insurance company. We work best with financial delegators who seek retirement planning and ongoing financial management.
"If you can't explain it simply, you don't understand it well enough."
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 financial goals.