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 and renamed the firm Velekei Giles Financial Advisors.

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

Our Core Principles

Sincere, caring and trusted relationships

Proactive communication and financial management

Responsive and reliable service

Our Promises

  • We listen carefully to understand clients' objectives.
  • We simplify complex issues with clear recommendations.
  • We follow through to ensure all details are finalized.
  • We provide continuous oversight of clients' finances.
  • We adjust plans to reflect clients' ongoing life changes.
  • We communicate regularly providing ongoing support.

Contact Us

  • 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.

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).

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