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Malin & Masly Financial Services PC

Our Services

Investments

  • Mutual Funds


Retirement Planning

  • 401k Rollovers

  • IRAs

  • SEPs

  • Simple Plans

  • Pension/Profit sharing plans

     


Estate Planning

  • Post-mortem estate planning

  • Executor consultation

  • Estate administration guidance

     


Education Planning

  • 529 plans

  • Coverdell education IRAs

     


Insurance

  • Insurance review

  • Life insurance

  • Fixed and variable annuities

     


Tax & Accounting

  • Tax Preparation

    • Personal

    • Business

    • Estates & trusts

    • New Jersey & Pennsylvania Inheritance



  • Business advisory services

    • Bookkeeping

    • Quickbooks

    • Payroll



  • IRS and state tax resolutions

     


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