Malhoit & Associates

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

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Team photo for Malhoit & Associates
Team photo for Malhoit & Associates

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Advisors

Advisor photo for Barbara G Malhoit

Barbara G Malhoit

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Barbara G Malhoit's website
Advisor photo for Brandon Perry

Brandon Perry

Financial Advisor

Visit Brandon Perry's website


Team

Darrah Nowak

Darrah Nowak

Administrative Assistant