Malarik Financial Services
Malarik Financial Services, established in 1983 in Chardon, OH, specializes in helping individuals and families nearing or in retirement by fostering long-term relationships and providing advanced, cost-effective financial planning. Utilizing their Life by Design Formula, they aim to understand clients' lifestyle and financial goals, organizing investments and developing tailored plans to navigate various circumstances throughout their lives.
The firm offers a range of services including long-term care planning, insurance reviews, and Social Security optimization, emphasizing the importance of personalized strategies for maximizing retirement benefits. Their commitment to financial literacy is reflected in their educational resources and community involvement, ensuring clients are well-informed and equipped to make sound financial decisions.
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