Allyse M Malooly CFP, BFA, APMA

Allyse M Malooly CFP, BFA, APMA Financial Advisor at Ameriprise Financial Services, LLC

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📚 Happy World Book Day! If you know me, you know I usually have a book nearby. Reading has been such a big part of my l...
04/23/2026

📚 Happy World Book Day!

If you know me, you know I usually have a book nearby. Reading has been such a big part of my life and something I genuinely enjoy making time for.

Some books help me grow personally, some make me better in business, and some are just pure fun-but all of them remind me there’s always something new to learn.

I’m so grateful for the ideas, perspective, and inspiration books have brought into my life.

What’s a book you’ve loved recently? I’d love to hear your recommendations 👇

03/23/2026
03/18/2026

We’re honored to be named to the Forbes’ Best-In-State Wealth Management Teams 2026 list, ranking #15 in the Ohio Private Wealth category! 🏆

This recognition reflects the dedication, collaboration, and care our team brings to every client relationship. Thank you to our clients and community for the trust you place in us, we’re grateful to serve you. 💙

https://bit.ly/4auu2oN

03/13/2026

✨ Celebrating Excellence! ✨

Our team is honored to receive the 2025 Ameriprise Client Experience Award, recognizing our commitment to delivering high‑quality service and personalized guidance. 🌟

Thank you to our clients for the trust that makes achievements like this possible! 🎉

https://bit.ly/4b92bw1

A few days in Austin at the Ameriprise Women’s Conference 🤍Inspired by the conversations, connections, and incredible wo...
02/23/2026

A few days in Austin at the Ameriprise Women’s Conference 🤍

Inspired by the conversations, connections, and incredible women I met. Grateful for opportunities like this.

My grandpa George was an eternal optimist who truly loved helping others-whether he was serving clients, running his lum...
02/19/2026

My grandpa George was an eternal optimist who truly loved helping others-whether he was serving clients, running his lumber business, leading in the Lima community, or simply showing kindness to the people around him. He passed when I was 10, but I think of him often and find myself wondering what his thoughts would be on the state of the world today.

From translating Chinese during the Korean War to building neighborhoods and friendships back home, he lived a life of curiosity, service, and heart. I like to think he’s watching from heaven, seeing the legacy he started live on. 🤍

Address

147 N Main Street Ste A
Bluffton, OH
45817

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+14193589515

Website

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