Our business is based 100% on word of mouth referrals. Read first hand how Malleo Financial Services has helped their clients.
“I have used Mike for financial and insurance decisions. Not only is he very knowledgeable, but he has the ability to explain things in such a way that you actually understand where your money is going and what to expect. He also will never steer you toward a product that is not in your best interest.”
Hal at Sharp Printing Plus
“Michael is a very personable and knowledgeable advisor. We feel very confident in our plan because of his advice."
S.I. & V.I.
“Mike has handled my financial needs for over 10 years. He is extremely knowledgeable and always wiling to go the extra mile to make sure you are well taken care of. I highly recommend using Malleo Financial Services for any of your financial needs. When you combine experience with a wonderful can do attitude you are bound to walk away happy!”
Promotions & Incentives Consultant
Sebella Concepts, LLC
“Great customer service. Reliable. Knowledgeable. Dependable.”
"When it comes to your family's financial security you want a financial advisor as committed to your success as you are. Michael is just that kind of advisor. He is constantly growing his knowledge base to not only implement effective strategies, but has also educated me on what I am investing in. As a personal source of wealth management insight for 12 years, I wholeheartedly recommend his practice."
“Michael was very detailed and precise when he helped me plan both my current budget and future income needs. Thanks to his advice, I no longer lose sleep over my finances."
"Michael has very in-depth knowledge when it comes to estate planning, and providing for future generations. My family and I are very satisfied with his highly professional advice and service."
For a free in-home consultation,
please contact us for an appointment.
*Testimonials are not necessarily representative of the experience of other clients and are not indicative of future performance.