Malleo Financial Services

Michael A. Malleo 

Phone: 201-321-7041

mike@malleofinancialservices.com

 

Terms of Notarial Acts:

Acknowledgement – Certifying that a signer personally appeared before the Notary, was identified by the Notary, and acknowledged freely signing a document.

 

Malleo Financial Services is a proud member of ALTA (American Land Title Association), the American Society of Notaries, and the National Notary Association (NNA). We're also a Fidelity National approved closer. 

 

FIDELITY APPROVED CLOSER
FIDELITY APPROVED CLOSER

 

*The opinions expressed on this website are strictly those of Malleo Financial Services, LLC and not those of ASH Brokerage Corp.., or any of our affiliates.

 

*Malleo Financial Services LLC cannot and

will not give any tax or legal advice.

 

Asset Management

We at Malleo Financial Services take a structured approach to managing our client’s assets.  Whether it is growing your personal IRA, or preserving multi-generational savings in your Family Trust, we exercise due diligence and comprehensive analysis.

 

Our Asset Management Process

 

Malleo Financial Services implements a specific set of activities for managing our clients financial assets based upon five (5) steps:

 

1. Gathering Data

 

2. Establishing Goals

 

3. Analyzing Information

 

4. Making & Implementing Recommendations 

 

5. Monitoring Portfolio Performance

 

Should your financial situation change at anytime, we would make adjustments accordingly to help you stay on track to achieving your goals.

 

We offer a variety of low-cost mutual funds from many of the most respected and established fund companies, as well as fully diversified and highly customized fund portfolios to best match your investment goals and tolerance for risk.  We are also able to utilize various types of low-expense annuities from highly rated insurance companies that offer both protection of principal and specific guarantees to best suit your needs.  

 

 

For a free in-home consultation,

please contact us for an appointment.