I bring a unique skill set of over 18 years of domestic and international banking and finance experience to my financial planning practice.
I am passionate about educating individuals, families, and businesses to help achieve their personal savings and investment goals. I strongly believe that financial literacy is essential to help people make more informed decisions and take ownership of their financial success.
My journey with money and business started at very young age. Both of my parents were successful real estate entrepreneurs who inspired and educated me on how to invest and build successful businesses.
I am native of Poland who migrated to New York City in 2001. I have a passion for world travel and adventure. So far I visited 43 countries and speak 3 languages.
Malone Financial Services is built on the foundation of loyalty and trust. Our goal is to develop long-term relationships with our clients, so that we can provide them with the support and guidance they need. We focus on assessing our clients’ needs with an extensive understanding of what is most important to them
Our services include:
- College planning
- Retirement strategies
- Life Insurance
- Health Insurance
- Tax-Efficient Strategies
- Estate Planning Strategies
- Define Benefit Pension Planning Strategies
- Buy-Sell Agreements
- Business Continuity and Succession Planning Strategies
- Employee Benefit and retention services
- Executive Bonus Planning
- Charitable Giving Planning