Susan M Stiles Email & Phone Number

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. We are committed to the education process required to stay informed on financial and economic issues. Our conviction is to do what is right for our clients by upholding a universal fiduciary standard and to serve as stewards to protect their interest.

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  President And Founder

  Stiles Financial Services, Inc.

  1999 - Present - 6550 York Avenue South, Suite 412, Edina, Mn 55435.

  Retirement Plan Consulting Services - As fiduciary consultants and advisors we keep pace with Plan Sponsors and participants evolving needs and expectations by using the latest tools and technologies available in the retirement services industry and delivering a proactive, detailed and custom service model. Through the implementation of best practices, our focus is to mitigate fiduciary risk and exposure by providing a defensible process for the Plan Sponsors.Wealth Management - We deliver integrated and personalized wealth planning and portfolio management services.Establishing long term client relationships is the cornerstone of how SFSI develops custom, detailed and creative solutions and strategies to guide clients toward achieving their dreams and goals. We develop custom portfolios designed to address the specific goals and needs of each individual client. Our investment strategy over the years has focused on capturing performance during rising markets while minimizing losses during market downturns. Our investment process is straightforward and easy to understand. We do it the old fashioned way and avoid risky strategies and complex derivatives that can be so layered that they are difficult to unravel. This communication is strictly intended for individuals residing in the states of: AZ, CA, CT, FL, IA, MN, NY,OR,TX,WA,WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Stiles Financial Services, Inc., is a Registered Investment Advisor.