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Welcome To The Maleri Group
A professional firm with over 25 years 
of experience and the professional  
network to meet our clients employee benefits, 
wealth management and insurance needs.

 

Who Are We:

The Maleri Group is a full service firm handling all areas of employee benefits, wealth management, and insurance services.

Our Business Clients:

When working with our business owner clients, we use a collaborative, "best practice", approach to identify distinct opportunities for change within their employee benefits and commercial insurance coverage while developing implementable strategies for long term coverage and cost containment success. We also work with our business owner clients in areas of corporate benefits that include buy sell planning, deferred compensation, key man and private wealth management options.

Our Personal Clients:

When working with our individual clients, we take the time to listen and understand the unique challenges each person and family faces. Working together, we outline deficiencies within existing financial plans and coverage and then find the suitable solutions with our multiple carriers and wealth management strategists.

Our Client Relationships:

We thank all of our clients for their business, loyalty, and friendship. We rely on our client relationships and are very proud of those relationships.

Helpful Content

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.