MILES Financial Group - Ontario, California

Address: 3633 Inland Empire Blvd Ste 650, Ontario, CA 91764.
Phone: 9094580418.
Website: milesfinancialgroup.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of MILES Financial Group

☎️9094580418

⏰ Open Hours of MILES Financial Group

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

About MILES Financial Group

MILES Financial Group, located at Address: 3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, is a distinguished financial planning service provider. Their contact information includes a Phone: 9094580418 for inquiries, and their professional presence is well-established online through their website: milesfinancialgroup.com. This company prides itself on offering tailored financial advice to its clients, focusing on helping individuals and businesses navigate the complex world of finance.

One of the key aspects that set MILES Financial Group apart is their commitment to accessibility and customer convenience. The office features a wheelchair accessible entrance, ensuring that everyone can receive the expert advice they need without barriers. Additionally, they offer wheelchair accessible parking lot and restroom facilities, further catering to the needs of all visitors. Despite these accommodating features, remember to appointment required to ensure personalized time with a financial planner.

Clients who have interacted with MILES Financial Group have left 10 reviews on Google My Business, which, although a modest number, they all share a remarkable average opinion: 5/5. This indicates a high level of satisfaction among their clientele, suggesting that the services provided are of exceptional quality. The consistently positive feedback speaks volumes about the professionalism and effectiveness of their team of financial planners.

For anyone seeking expert financial planning services, MILES Financial Group is highly recommended. Their specialists are well-equipped to offer guidance on a variety of financial matters, from investment strategies to retirement planning. Given their accessibility features and impressive customer satisfaction rates, it's clear that choosing MILES Financial Group means opting for a smooth, accessible, and highly effective financial planning experience.

To take the first step towards achieving your financial goals with confidence, consider reaching out to MILES Financial Group directly through their website at milesfinancialgroup.com. Their friendly and knowledgeable team will work with you to create a personalized financial plan that aligns with your aspirations and goals. Don't wait; your future financial security is just a click away

👍 Reviews of MILES Financial Group

MILES Financial Group - Ontario, California

Dennis C.

5/5

I've worked with Billie for over a year now and he's really helped me with my finances. I discovered Billie through his radio talk show and I listened to the program several times before I made the initial call. I was excited to meet him and discover his integrity. I've trusted him with all of my investments for future retirement and income. He's always treated me professionally and I appreciate his honesty. I feel that with his help over past financial planners, I will have more financial growth and safer financial stability. Billie has truly helped me to realize my financial goals of future retirement. I would encourage anyone and everyone that is planning for future retirement to reach out to Billie Miles to set an appointment to let him review both past and future investments. Dennis Carson

Julie M.

5/5

I am very impressed with the service and knowledge of Billie Miles and the Miles Financial Group. He is first class all the way. He was very thorough in explaining the different programs offered and tailored a financial plan to our needs. He really cares about his clients best interests and is professional and trustworthy. I highly recommend Miles Financial Group to anyone needing retirement or financial planning!

Christa W.

5/5

Billie walked my husband and me through the retirement planning process with knowledge, professionalism and efficiency. He explained all aspects of the process clearly and patiently answered all of our many questions. We appreciated his invitational approach and were very satisfied with his services. We highly recommend Miles Financial Services!

Jacquiline I. P. S. L.

5/5

We are extremely pleased with the Miles Financial Group and the Billie Miles's show on 590am Radio. Lots of great information for retirement investment!

We asked Billie to transition 4 different investment accounts into one annuity account. Billie took on the task. During the transition period Billie always answered are calls and took time with us when we had questions. He would also call us every Friday with timelines of how our investment companies were doing in closing our accounts. A couple of our investment companies tried to make it difficult to accommodate us. They had complaints that they needed more time because of the holidays, shortage of staff and their departments merging due to COVID-19. However, Billie stayed on them and pushed the investment companies to move the funds. He really did a GREAT job! He made sure all the funds were in our new account a couple of weeks BEFORE our first expected dispersement date for March 1st.
Way to go Billie!

Gale P.

5/5

Prior to meeting with Billie Miles, I had read an article on the do's and don'ts of hiring a retirement financial specialist and what to look for in their offer. Billie Miles met each and every one the article mentioned in order to rate the firm excellent and professional. The meeting with Billie convinced us even more we chose the right company. Thank you Billie Miles for answering ALL our questions and giving us peace of mind.

Lynda S.

5/5

We heard about Billy Miles on a radio show 590am. on how to invest your money wisely when you retire. I retired in October 2019 and Billy helped me make this transition from a 401k to an annuity He is very knowledgeable in his financial field who helps in growing your money and beyond. He explained to me how it worked in layman terms. It was a good move for me financially.
I would difinatly have Billy Miles work with me again.. Thank you Billy for all you do... Lynda Stewart

Daryl S.

5/5

I highly recommend the Miles Financial Group for your retirement planning. Billie took time to explain the the plans and the forecasted income streams. He also is was very good at following up and answering my questions.

Pamela C.

5/5

My husband and I have worked with Billy from Miles Financial Group for the last year. Our initial contact and meeting was prompt and professional. I’m retired and my husband will be soon, after listening to Billy’s radio program we liked what he had to say about financial security at retirement. We’re very happy with all he’s done for us, he’s easy to talk to and completely explains how things work. We recommend this establishment to anyone looking for Financial advice.