Marilyn Bauman
Client Services Representative at Velekei Giles Financial Advisors
Marilyn Bauman's Professional Contact Details
Email (Verified)
Mobile Number
HQ
+1-610-373-7311
Location
Reading, Pennsylvania
Marilyn Bauman's Current Company Details
Velekei Giles Financial Advisors specializes in goals-based, comprehensive financial planning that is tailored to the specific needs of our individual and corporate clients. Our custom approach extends to all a...
Velekei Giles Financial Advisors specializes in goals-based, comprehensive financial planning that is tailored to the specific needs of our individual and corporate clients. Our custom approach extends to all areas of financial planning. Our advisors have specific expertise and focus in investment management, retirement planning and life insurance services.David Giles started The Giles Financial Group in 1986, and Patrick Velekei joined the firm in 2002 as a financial advisor. In 2020, Dave Giles and Patrick Velekei formed a partnership and succession plan and renamed the firm Velekei Giles Financial Advisors.Today, the firm is comprised of four experienced financial advisors delivering a higher level of planning, care and attention to clients. Velekei Giles Financial Advisors prides itself on providing a personal relationship with a dedicated team of professionals to guide clients to financial security.
retirement planning
investment management
employee benefits
insurance services
life insurance services
financial planning
financial services
Marilyn Bauman's Work History and Education
Others Named Marilyn Bauman
Credit Analyst at Creative Converting
Frequently Asked Questions about Marilyn Bauman
What company does Marilyn Bauman work for?
Marilyn Bauman works for Velekei Giles Financial Advisors.What is Marilyn Bauman's role at Velekei Giles Financial Advisors?
Marilyn Bauman's role at Velekei Giles Financial Advisors is Client Services Representative.What is Marilyn Bauman's email address?
Marilyn Bauman's email address is m**@velekeigiles.com.What is Marilyn Bauman's business email address?
Marilyn Bauman's business email address is m**@velekeigiles.com.What is Marilyn Bauman's HQ phone number?
Marilyn Bauman's HQ phone number is +1-610-373-7311.What industry does Marilyn Bauman work in?
Marilyn Bauman works in the Financial Services industry.Who are Marilyn Bauman's colleagues?
Marilyn Bauman's colleagues are Kayla Miller, Patrick Velekei, Susan Hall and Timothy Ebbert.Colleagues at Velekei Giles Financial Advisors
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