Michael Mallick

Michael Mallick Email and Phone Number

President - Valley Forge Financial Group @ Valley Forge Financial Group
king of prussia, pennsylvania, united states
Michael Mallick's Location
Havertown, Pennsylvania, United States, United States
Michael Mallick's Contact Details
About Michael Mallick

The Valley Forge Financial Group specializes in five comprehensive financial services: 1. Life Insurance and Estate Planning 2. Wealth Management and Investment Advisory Services for Private and Institutional Investors 3. Fund-of-Funds and Direct Investment Opportunities to Accredited Investors and Qualified Purchasers4. Third-Party Qualified Retirement Plan Design, Administration & Compliance 5. Multi-generational Family StewardshipDISCLAIMER:Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Valley Forge Financial Group, Inc. is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Michael Mallick's Current Company Details
Valley Forge Financial Group

Valley Forge Financial Group

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President - Valley Forge Financial Group
king of prussia, pennsylvania, united states
Website:
vffg.com
Employees:
38
Michael Mallick Work Experience Details
  • Valley Forge Financial Group
    President
    Valley Forge Financial Group Mar 2009 - Present
    Using client objectives as a guide, Valley Forge Financial Group, Inc. (VFFG) will develop initial and ongoing need analysis, gifting strategy, plan design, implementation and administration. Specific attention is paid to:• Minimizing Estate Tax Liability• Preserving Family Assets• Business Succession Planning• Shifting Growth of Assets to Second and Third Generations• Charitable Planning• Creditor Protection PlanningWe work closely with our clients' financial advisors and legal counselors to provide an organized and practical plan. We provide an annual review of the Estate Plan in order to monitor the constant changes in tax and economic environments and client goals and objectives.Valley Forge Financial Group, Inc. is a member of the M Financial Group.
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  • Wp Realty
    Capital Transactions
    Wp Realty Aug 2006 - Feb 2009
  • Ge
    Finance
    Ge Jul 2001 - Aug 2006
    - GE Energy Services - 2006 - GE Water Technologies - 2003 - 2005 - GE Plastics - Financial Management Program (FMP) - 2001 - 2002
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Michael Mallick Skills

Private Equity Estate Planning Finance Strategy Financial Reporting Financial Analysis Business Planning Acquisition Integration Forecasting Financial Services Managerial Finance Process Improvement

Michael Mallick Education Details

Frequently Asked Questions about Michael Mallick

What company does Michael Mallick work for?

Michael Mallick works for Valley Forge Financial Group

What is Michael Mallick's role at the current company?

Michael Mallick's current role is President - Valley Forge Financial Group.

What is Michael Mallick's email address?

Michael Mallick's email address is cu****@****uth.net

What is Michael Mallick's direct phone number?

Michael Mallick's direct phone number is +161078*****

What schools did Michael Mallick attend?

Michael Mallick attended The American College Of Financial Services, The American College, Boston University - School Of Management, Chaminade High School.

What are some of Michael Mallick's interests?

Michael Mallick has interest in Triathlons, Travel, Marathons.

What skills is Michael Mallick known for?

Michael Mallick has skills like Private Equity, Estate Planning, Finance, Strategy, Financial Reporting, Financial Analysis, Business Planning, Acquisition Integration, Forecasting, Financial Services, Managerial Finance, Process Improvement.

Who are Michael Mallick's colleagues?

Michael Mallick's colleagues are Tyler Kingsbury, Gail Dewees, Fpqp, Steven Baymor, Sean Maher, Christine Crouse, Ann Suplee, Mike Maher.

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