The Maleri Group

The Maleri Group A Professional firm with over 25 years of experience to meet our clients employee benefits, wealth m Why have we started an independent firm?

About Us

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 c

lients 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. 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. Entrepreneurial Spirit

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. " Please see website for full disclosures" and "The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
06/03/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/01/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
05/29/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
05/27/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
05/25/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
05/22/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/20/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

If you thought that payouts from life insurance are tax-free in all cases, think again.
05/18/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Is there a role for both active and passive investments in your portfolio?
05/15/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
05/13/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Address

4 Research Drive, Ste 402
Shelton, CT
06484

Telephone

+12035334201

Website

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