MILES Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3400 Inland Empire Blvd Ste 101, Ontario...

Phone Number

(800) 250-4992

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About MILES Financial Group

Miles Financial Group is an independent financial service firm specializing in retirement planning, helping families achieve financial security and peace of mind. Their signature Peace of Mind Retirement Plan addresses key retirement risks such as debt, income sustainability, market volatility, taxes, healthcare costs, and legacy planning. The firm offers a range of services including investment advisory, insurance, and tax strategies, aimed at creating reliable income and protecting clients' assets. Founded by Billie C. Miles III and Patrick B. Miles Sr., the company is dedicated to providing advanced financial strategies to everyday people.Explore more
MILES Financial Group's Social MediaPopular SearchesMiles Financial GroupMiles Financial Group LLCFinancial Group IncMiles Development CorpMiles Investment Group LLCSIC Code 62,628NAICS Code 52,523Show more

MILES Financial Group Org Chart

BM
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Founder & Chief Executive Officer

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PM
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Partner and Co-founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MILES Financial Group

<$5M
1-10
Private
-
2014
BM
Billie MilesFounder & CEO
$9M
1-10
Private
-
2002
CM
Cheryl MccallInsurance Agent
$5.1M
1-10
Private
-
-
WS
William StansburyVice President, Sales
<$5M
1-10
Private
-
2017
LP
Louie PatinSenior Financial Strategist
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JZ
Joseph ZimmermannVice President, Advisory Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MILES Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MILES Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MILES Financial Group.

MILES Financial Group Tech Stack

A closer look at the technologies used by MILES Financial Group

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Frequently Asked Questions Regarding MILES Financial Group

What is MILES Financial Group's official website?
MILES Financial Group's official website is www.milesfinancialgroup.com
What is MILES Financial Group's Revenue?
MILES Financial Group's revenue is <$5 Million
What is MILES Financial Group's SIC code?
MILES Financial Group's SIC: 62,628
What is MILES Financial Group's NAICS code?
MILES Financial Group's NAICS: 52,523
How many employees does MILES Financial Group have?
MILES Financial Group has 1-10 employees
What industry does MILES Financial Group belong to?
MILES Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is MILES Financial Group competition?
MILES Financial Group top competitors include: Life Cycle Financial Planners, Senior Retirement Solutions, Capital Bay, Foundation Financial Solutions
What technology does MILES Financial Group use?
Some of the popular technologies that MILES Financial Group uses are: WordPress.org, PHP, Sentry, Google Cloud Web Serving
How do I contact MILES Financial Group?
MILES Financial Group contact info: Phone number: (800) 250-4992 Website: www.milesfinancialgroup.com
What does MILES Financial Group do?

Miles Financial Group is an independent financial service firm specializing in retirement planning, helping families achieve financial security and peace of mind. Their signature Peace of Mind Retirement Plan addresses key retirement risks such as debt, income sustainability, market volatility, taxes, healthcare costs, and legacy planning. The firm... offers a range of services including investment advisory, insurance, and tax strategies, aimed at creating reliable income and protecting clients' assets. Founded by Billie C. Miles III and Patrick B. Miles Sr., the company is dedicated to providing advanced financial strategies to everyday people.Read More

What are MILES Financial Group social media links?
MILES Financial Group Linkedin page MILES Financial Group Facebook page
Is MILES Financial Group a public company?
MILES Financial Group is private company therefore does not currently have an official ticker symbol
See more information about MILES Financial Group

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