Michael Mall has been helping clients to achieve their goals by coordinating insurance and investments with estate planning and tax planning since 1999. He started his own retirement group in 2010 with the mission to educate and empower investors in Southern New Jersey to achieve confidence and clarity in their financial world.
As a CERTIFIED FINANCIAL PLANNERTM, he has been a source of confidence and clarity for investors due to his expertise in Retirement Income Planning, Social Security Planning, Wealth Management, Estate Planning, and Coordination of Investment Taxation.
Michael will be featured in an upcoming edition of Forbes Magazine as a Five Star Wealth Advisor and has been recognized as a “Best of Marlton” in Financial Services three years in a row. He is a member of the Better Business Bureau with an A+ rating, and a member of the National Ethics Association, which requires extensive background checks and other verifications annually.
Michael lives in Cherry Hill, NJ, with his wife and four daughters. He and his family are active in their church community and they all have each a black belt in Tae Kwan Do.