Stiles Financial Services, Inc. (SFSI) is an independent portfolio management and advisory firm located in Minneapolis, Minnesota. Our team of experienced financial professionals work with individuals, families, and business owners, providing the advice and tools to help build wealth and a legacy. Our experienced retirement plan consultants deliver fiduciary oversight for plan sponsors on behalf of their 401(k) and pension plans.
Our institutional portfolio management team serves foundations, endowments, and corporate entities. We have worked hard to position our firm different than the rest. We get to know our clients and work with them on an individual basis. Meeting with clients regularly, we are in touch with their evolving needs and use the latest tools and technologies to provide the highest level of service.
Our institutional portfolio management team serves foundations, endowments, and corporate entities. We have worked hard to position our firm different than the rest. We get to know our clients and work with them on an individual basis. Meeting with clients regularly, we are in touch with their evolving needs and use the latest tools and technologies to provide the highest level of service.
Services
Started in 2020, the Stiles Financial Community Service Fund is our way to give back to the community. The first donation from our Fund was made to Oasis for Youth. The non-profit serves at-risk youth who live in Bloomington, Edina and Richfield. Through individualized case management, connections to resources, improved access to services and assistance with basic needs, Oasis for Youth never turns away a youth in need.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access any PLEASE NOTE: The information being provided is strictly as a courtesy. When you access any link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website.
Other qualifications and designations that fit well into our firm include ChFC, AIF and CFA. We value a demonstrated commitment to education in our industry. We are seeking to fill this role with an individual that possesses specific characteristics to blend into our firm and integrate with our team and clients.
Reviews
Be the first to review Stiles Financial Services.
Write a Review
