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.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
09/02/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/28/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

08/26/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
08/24/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Do global and international mutual funds complement or conflict with each other?
08/21/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
08/19/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Do you have a will? Is it updated?
08/17/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

08/14/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
08/12/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

08/10/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Address

4 Research Drive, Ste 402
Shelton, CT
06484

Telephone

+12035334201

Website

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