Stiles Financial Services Inc

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

Be the first to review!

Add Hours

24 Years

in Business

Accredited

Business

(952) 988-0452Call Visit WebsiteVisit Website Map & DirectionsDirections6550 York Ave S Ste 412Minneapolis, MN 55435 Write a ReviewWrite Review

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Phone: (952) 988-0152
Other Link: http://stilesfinancial.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (952) 988-0452

Address: 6550 York Ave S Ste 412, Minneapolis, MN 55435

Website: http://stilesfinancial.com

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

Stiles Financial Services Inc

Tax Planning
Brent offers his clients an integrated perspective on wealth management, encompassing financial planning, tax planning, estate planning, risk management, insurance options, education planning, and asset allocation/asset location.
Charitable Giving
During the course of his career, John has worked on behalf of clients across the spectrum of financial services platforms, including; global financial institutions such as Smith Barney(Morgan Stanley), Merrill Lynch, PaineWebber(UBS), and Ameriprise Financial; independent and community bank based financial advisory practices; and corporate fiduciary trust companies within national commercial banking organizations. Additionally, John’s extensive and wide-ranging experience includes; corporate based roles delivering wealth advisory practice management expertise, strategic management of global asset manager relationships, and corporate leadership collaboration in development of wealth advisory best practices; comprehensive planning for wealth transfer and succession, legacy protection, and charitable giving; and trust officer duties.

Investment Management
We consider tax implications in our overall trading and portfolio management and seek tax efficiency for our clients.
Mutual Funds
If our clients and friends would like to participate, they can donate to our Fund by check or stocks, bonds or mutual funds via a transfer into the account. The donation may be tax deductible.
Bonds
Wealth Management
John began his career as a Wealth Management and Wealth Advisory Professional with Shearson Lehman Brothers, Inc. and worked with clients in the development of diversified investment portfolios specifically focusing on Tax Free Municipal Bonds, Equities, and Corporate Debt Securities. Since the outset of his career, John’s commitment to serving clients’ best interests, at all times, on their terms, has been his highest priority as he endeavors to deliver trusted advice and counsel for clients’ financial objectives and wellbeing. John’s mission is to understand and serve clients’ best interests and most important needs by working to ensure that the management and stewardship of all resources is fully and continuously aligned with the unique values, priorities and objectives which comprise each relationship.

Accounting Services

Financial Planning
Cyrus S. Simmonds joined SFSI in 2021 as an Associate Financial Planner and brings with him four plus years of financial services industry experience. Prior to SFSI, Cyrus worked as a Financial Paraplanner with MRK Financial Solutions providing support to a team of financial professionals in areas of wealth management and financial planning. This included meeting preparation, trading, and help with quarterly performance reviews as a member of the investment committee. Prior to MRK, Cyrus was with Proviant group, a private wealth advisory practice of Ameriprise financial providing almost identical services.
Retirement Planning
Susan Stiles is the founder of Stiles Financial Services, Inc., an independent financial consulting firm based in Edina, Minnesota, that emphasizes custom portfolio management and holistic advice solutions. In addition to the wealth advisory practice, the firm specializes in advisory services to retirement and pension plans, providing in part, fiduciary oversight, investment monitoring, and participant financial education. Susan has been servicing clients since 1993. She has been regularly quoted in business and industry publications both locally and nationally. Her approach is education driven with an emphasis on implementing behavioral finance to achieve positive outcomes. In 2021, Susan was named
Annuities
Long Term Care
Asset Management
Mark joined SFSI in 2022 as an Investment Strategist & Portfolio Manager. With more than 20 years of experience in financial services, he has worked with all major asset classes and has a keen sense of how they are interrelated. Throughout his career, Mark has focused on the quantitative side of security and portfolio analysis, especially in the area of risk management and derivatives. His work experience includes time spent at Northern Trust, Goldman Sachs, US Bank, Telluride Asset Management, and most recently, Bremer Bank. Additionally, Mark developed and ran his own investment advisory firm for close to 4 years.
College Funding
Asset Protection
At SFSI, Brent will assist families and businesses through all stages of wealth management, from wealth accumulation to asset protection, and everything in between.

View All Services

Provided by