Our Story

David Giles, CLU®, ChFC®, started The Giles Financial Group in 1986. Patrick Velekei, CFP®, CLU®, joined the firm in 2002 as a financial advisor. In 2020, Dave Giles and Patrick Velekei formed a partnership and succession plan rebranding the firm to Velekei Giles Financial Advisors.

Today, the firm is comprised of five experienced financial advisors differentiated by a higher level of planning, care and attention to clients. Velekei Giles Financial Advisors prides itself on providing a personal relationship with a dedicated team of advisors to guide clients to financial security.

Our Core Principles

Exceptional care and close relationships

Constantly reliable and detailed follow-through

Proactive client communication and management

Our Promise

1.

We are well informed and competent to employ strategies that will help our clients.

2.

We simplify complicated concepts and implement the best course of action for our clients.

3

We work continuously to improve our clients’ financial lives.

4

We are in regular contact with our clients.

5

We pride ourselves on strong follow through to ensure all details are finalized.
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