Verified recordFinancial Services

Amber Malek

Registered Representative & Investment Advisor Representative at Diversified Asset Planners, Inc

Based in Lock Haven, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Lock Haven

Industry

Financial Services

Company size

11

Contact information

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Email

1 credit

a•••••••@diversifiedassetplanners.com

Phone

5 credits

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Background

About Amber Malek

My goal is to help individuals realize dreams for now and in retirement. Helping individuals starting early to save and plan for their future goals is extremely important to me as well as helping people realize their goals and dreams in retirement. I have spent the last 15 years in Human Resources and I want to use those skills with my financial accounting and benefits strategy and administration experience show individuals how to retire and how to create a plan that works for them and their family.Our team at Diversified Asset Planners specializes in building relationships with our clients and really understanding your goals and dreams. We help with a income strategies that meet your goals and objectives. We create plans for our clients, we review your plan on a regular basis and we measure the success of your plan from where we said they would be. We make adjustments as necessary as life changes or if your goals and objectives change. We are able to help with your business retirement plans as well. We provide a individualized experience for employees to help them understand their retirement plans and options. It's also my passion to help others. I am active in our church and have been the treasurer there for the past 10 years, active volunteer for our youth program and serve on a non-profit board as well. Specialties include: Retirement Planning, Client Relationships, Employer Retirement Plans, Wealth Management

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