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Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List About Us

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

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?