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Business Profile

Investment Advisory Services

Malia Financial Group, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Advisory Services.

About

About This Business

This company provides retirement planning, investments, annuities, estate planning, wealth management, tax planning, legacy planning, certified financial planning and more.

Business Details

BBB File Opened:
3/28/2016
Business Started:
2/29/2012
Business Incorporated:
2/29/2012
Type of Entity:
Limited Liability Company (LLC)

Additional Contact Information

Principal Contacts
Mr. Bradley Malia, Managing Member
Customer Contacts
Mr. Bradley Malia, Managing Member
Ms. Brittany Hagy, Advisor and Office Manager
Mr. Jason Malia, CFP® Professional
Mr. Jay Hagy, Insurance Specialist
Additional Phone Numbers
Other Phone: (844) 247-7612

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD6548802 for this business, issued by Florida Office of Financial Regulation

Florida Office of Financial Regulation

101 E Gaines St

Tallahassee FL 32399

BBB records show a license number of E093811 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

BBB records show a license number of CRD6612499 for this business, issued by Florida Office of Financial Regulation

Florida Office of Financial Regulation

101 E Gaines St

Tallahassee FL 32399

BBB records show a license number of E170068 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

BBB records show a license number of W191525 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

BBB records show a license number of W279053 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

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