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

Exceptional care and close relationships

Responsive & Reliable

Proactive client communication and management

Our Promises

Open

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