The Maleri Group is a family owned firm with over 25 years of industry experience, headquartered in Shelton, CT. We work with privately owned businesses, their owners and employees as well and other high net worth individuals. We consistently work to create a personal relationship that will stand the test of time. We use our years of experience and network of professionals to bring our clients through our process, which is designed to meet their unique personal and corporate goals and needs. We are here to reduce the anxiety our clients may have as it pertains wealth management and employee benefits and to inspire the utmost confidence in tomorrow.
Why have we started an independent firm?
After many years of working in the areas of employee benefits, wealth management and insurance services, we had a vision to create an independently owned family business to serve the needs of our clients. In the face of an ever evolving industry, we believed that you, your business and your family are better served by an innovative and process driven way of thinking. Being independent allows us to access the appropriate resources, products and intellectual capital that the industry has to offer.
Advances in Technology
The world has been revolutionized by advances in technology. As an independent firm, we are excited to bring those innovative solutions to you. We offer our clients increased simplicity and convenience through multiple solutions such as data aggregation software, an electronic vault for all of your important documents, online payroll solutions and more.
We recognize that many of our clients have spent their careers as business owners, entrepreneurs and executives. As such, they realize the importance of creating systems and processes for doing business effectively. Most are also driven to establish a legacy of success for themselves, their families and their businesses for generations to come. We share that same spirit and are excited to continue to learn, grow and succeed along with our clients.
Some services mentioned, including online payroll solutions, are not offered through Securities America.