Who We Are
Malis Scileppi is a finance services business dedicated to educating individuals with financial strategies for tax-free retirement, tax-free savings for college, and finding financial solutions. Our aim is to offer impressive financial goals and valuable financial education to our clients.
Our Expertise
Education: Our team has a strong educational background in finance and wealth management, equipping us with the knowledge to guide you in making informed financial decisions. Certificates: We hold various certifications in financial planning, ensuring that we provide professional and reliable advice to our clients. Specialization: With a focus on tax-free retirement and college savings, we specialize in creating tailored financial solutions to meet your specific needs.
Who We Serve
We are dedicated to helping individuals and families achieve their financial goals, offering personalized strategies to maximize their wealth and secure their future.
Our Approach
We take a personalized approach to financial planning, understanding your unique circumstances and crafting customized solutions to help you achieve financial freedom.
Your Benefits
By partnering with us, you gain access to expert financial guidance, tailored solutions for tax-free retirement and college savings, and the peace of mind that comes with a secure financial future.