Stiles Financial Services

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

7505 Metro Blvd Ste 510, Edina, Minnesot...

Phone Number

(952) 988-0452

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Stiles Financial Services

Stiles Financial Services is a financial advisory firm based in Edina, MN, specializing in private wealth management, 401(k) plan consulting, and institutional portfolio services. The firm is dedicated to providing personalized strategies and fiduciary guidance to individuals, families, corporate retirement plan sponsors, and non-profit foundations. With a client-first approach, Stiles Financial focuses on building strong relationships and delivering tailored financial solutions that align with clients' unique goals. Founded by Susan M. Stiles, the firm emphasizes exceptional service and a commitment to excellence in all aspects of financial planning.Explore more
Stiles Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Stiles Financial Services Org Chart

PhoneEmail
TN
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Client Relationship Manager

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EV
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Manager, Business Operations

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CN
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Client Relationship Manager

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MG
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Investment Strategist

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CS
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Financial Associate & Planner

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Compare Similar Companies to Stiles Financial Services

Compare insights from companies similar to Stiles Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stiles Financial Services

<$5M
11-50
Private
-
-
TN
Tina NewmanClient Relationship Manager
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
1-10
Private
-
2004
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Stiles Financial Services Tech Stack

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Frequently Asked Questions Regarding Stiles Financial Services

What is Stiles Financial Services's official website?
Stiles Financial Services's official website is www.stilesfinancial.com
What is Stiles Financial Services's Revenue?
Stiles Financial Services's revenue is <$5 Million
What is Stiles Financial Services's SIC code?
Stiles Financial Services's SIC: 62,628
What is Stiles Financial Services's NAICS code?
Stiles Financial Services's NAICS: 52,523
How many employees does Stiles Financial Services have?
Stiles Financial Services has 11-50 employees
What industry does Stiles Financial Services belong to?
Stiles Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Stiles Financial Services competition?
Stiles Financial Services top competitors include: FRS Capital Management, Retirement Plan Solutions, Southbridge Advisors, Wealth Advisory Services
What technology does Stiles Financial Services use?
Some of the popular technologies that Stiles Financial Services uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
How do I contact Stiles Financial Services?
Stiles Financial Services contact info: Phone number: (952) 988-0452 Website: www.stilesfinancial.com
What does Stiles Financial Services do?

Stiles Financial Services is a financial advisory firm based in Edina, MN, specializing in private wealth management, 401(k) plan consulting, and institutional portfolio services. The firm is dedicated to providing personalized strategies and fiduciary guidance to individuals, families, corporate retirement plan sponsors, and non-profit foundations... . With a client-first approach, Stiles Financial focuses on building strong relationships and delivering tailored financial solutions that align with clients' unique goals. Founded by Susan M. Stiles, the firm emphasizes exceptional service and a commitment to excellence in all aspects of financial planning.Read More

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

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