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.

Contact Us

Name
This field is for validation purposes and should be left unchanged.

  • 955 Penn Avenue. Wyomissing, PA 19610
  • 610-373-7311
  • 610-373-5021
  • info@velekeigiles.com

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431* 1-800-765-5201.
Velekei Giles Financial Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

Customer Relationship Summary (CRS)

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Any tax advice contained herein is of a general nature. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as (insurance professionals, financial planner, investment advisor, securities broker).

Copyright © 2025 VELEKEI GILES
FINRA BROKER CHECK