No worries – internet and computer skills are not a requirement for clients at Mallery Financial. But isn’t it reassuring that we have these tools and skills?
Our fully integrated financial planning and investment management and reporting systems benefit you whether you log on or not. These systems enable us to provide you our level of planning, reporting, monitoring, and client service, even if delivered through more traditional means.
Our periodic meetings to review and update your plan and personal information will bring us both up-to-date and help ensure that your course is on target.
Please feel free to contact our office for reports or information of any kind. We will be happy to discuss matters over the phone and to mail hard copies.