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Our History

For over 40 years, Fidelity Financial Services, Inc has served the Kenai Peninsula region helping thousands of clients reach their financial goals. Established in 1983, it has been our mission to help individuals and families achieve their goals through essential financial and tax planning. We have an unwavering commitment to our clients and are dedicated to the highest professional standards.

Our History

Parley P. Giles established Fidelity Financial Services, Inc., with his wife Linda in March of 1983. Parley and his family had moved from Utah to Alaska and were anxious to begin a new life in the Great Frontier.

In launching Fidelity, Parley’s foremost goal was to build lasting relationships of trust in order to help people in preserving and increasing their accumulated assets through essential retirement planning.

He also sought to enable his valued clients to provide for their present and future needs with life and health insurance, tax preparation, and financial investments.

Parley was fortunate to serve his clients for over 35 years until he retired in August 2018. He officially sold his practice in 2017 to his longtime colleague, David Demars, MBA, CFP®, CLU, ChFC.

In 2018, Aurora Tax & Accounting located in Anchor Point owned by Kathy Toms merged her business.  Kathy has serviced her clients for over 30 years and continues to help support those clients as needed. 

Our Firm

Fidelity Financial Services, Inc. is dedicated to continuing Parley’s legacy of building lasting relationships of trust by providing quality, personalized financial guidance. Our expertise ranges from tax planning and preparation to financial planning in order to meet retirement goals.

We provide year-round tax assistance, servicing individuals and businesses. We continually research new ways to ensure our clients get the best possible deduction and will assist in tax planning for the future.

We focus on the big picture: family, legacy, philanthropy and financial freedom through comfortable retirement. This can mean different things for different people and our team approach will help you exceed your big picture financial goals.