Our Firm

Maloney Associates offers a range of trust and financial services. By selecting quality insurance and investment* products, we help protect our clients' well-being. In order to live up to our client's expectations, we are committed to putting their needs and interests first. Whether it be a retirement plan, an estate plan or a business succession plan, we are here to build and maintain long term relationships based upon our integrity, performance and responsiveness.

Establishing a relationship with Maloney Associates makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer*, we participate in dynamic business relationships that bring you innovative ideas, excellent service and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers and pension administrators, we deliver an understanding of your financial needs in an ever-changing world.