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Who We Work With

Serving Individuals, Families, and Businesses Since 1973

For more than five decades, Malecki Financial Group has worked hard on behalf of our clients nationally, to help them pursue their financial goals that support the lives they envision and want. No matter where you are on your financial journey you can depend on our skill, know-how and approachability to help enable you in maintaining an active, outdoor lifestyle.

Individuals & Families:
Gaining Clarity for the Road Forward

Learn strategies to manage the ever-increasing costs of living while accumulating wealth with help from Malecki Financial Group's professionals. We can provide advice and investments to help increase savings and support your children’s college educations, while also preparing you for the future.

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Higher Earners & Young Professionals:
Growing Wealth Through Strategy and Successful Budgeting

It’s never too soon to start planning for your financial future. Malecki Financial Group’s professionals can help by working with you to pay down debt and build and emergency fund, while getting you on the path to growing your wealth.

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Pre-Retirees & Retirees:
Preparing for and Enjoying a Post-Career Life

Whether you’re ready to retire or are already there, we can help with a comprehensive plan to support you with the financial resources to help maintain your lifestyle. We leverage our education and knowledge to help you enjoy your post-career activities.

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Business Owners:
Preparing a Financial Path to Success

At Malecki Financial Group, we help you focus on your business by providing you with a tailored financial strategy to grow your asset and investment values. And with a certified CEPA individual on our team, we can help you with succession, transition, and exit planning as well.

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Get to Know Us

Malecki Financial Group combines collaborative planning with a forward-looking philosophy to help you build and maintain the active lifestyle you envision.

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Growth-Oriented Mindset

Our financial planning approach combines knowledge and proven products with an ability to build lasting relationships and leverage the expertise of our team-driven culture.

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Our Team

With over 50 years of experience in financial planning, Malecki Group stands ready to provide you with the know-how and services to move you closer to your financial goals.

Meet Malecki Financial Group