Stiles Financial Svc

David Bedrick 

on Google

a month ago

I have worked with Stiles Financial for 15 years. My family is lucky to work with such a knowledgeable caring and wonderful advisory team. I have worked with a handful and they are hands down the best team I have had the pleasure of entrusting my money with. Thanks to Susan, Mark , Paul and Kristine for taking such good care of my employees and my family. 

Melinda Bonk 

on Google

2 months ago

Mark G was my adviser. I select him because he agreed to buy stocks and NOT TO SELL MY STOCKS. I had 23% increase the year before. I agreed to select stocks and he provided a list he liked. He did not do that. I fired him. after 10 months The damages were done. I was too late. I have $100,000 in a taxable account. He sold long-term best stocks for example, JNJ and Wells Fargo and bought 3-%5% bonds. He did not do what we discussed he would do. I think people need to know. 

Robin Green 

on Google

5 months ago

Susan Stiles has put together a team of incredible professionals to serve wealth and retirement plan business. They go beyond fiduciary duties, by bringing excellent asset protection strategies balanced with growth. They have been responsive and kind. 

Mp B 

on Google

6 months ago

This is a very bad review for Mark, part of this firm. He is the only broker that lost money in 30 years of investing. Also, it was a growth year. He did not follow the requests I had at the first interview. He sold successful stocks that were purchased at a low price years ago. He never contacted me to tell me what he was doing. I can not tell you how terrible it is to lose quality stocks that are A+ stocks. He had a breach of fiduciary duty. He did whatever he wanted, and I requested not to do things from the first intervi... read more