Jordan Maly

Client Services Administrator at Massey Quick Simon & Co. - Morristown, NJ, US

Jordan Maly's Colleagues at Massey Quick Simon & Co.
Thomas Morr

Managing Director / Principal

Contact Thomas Morr

William Lalor

Managing Director / Principal

Contact William Lalor

Belinda Bast

Vice President | Senior Accountant Family Office Accounting Services

Contact Belinda Bast

Andrew Haggerty

Client Service Administrator

Contact Andrew Haggerty

Connor Donovan

Client Advisory Associate

Contact Connor Donovan

View All Jordan Maly's Colleagues
Jordan Maly's Contact Details
HQ
973-525-1000
Location
Greater New York City Area
Company
Massey Quick Simon & Co.
Jordan Maly's Company Details
Massey Quick Simon & Co. logo, Massey Quick Simon & Co. contact details

Massey Quick Simon & Co.

Morristown, NJ, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That's why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients' first and only call regarding any financial issue, question, or decision. We put our client's goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client's financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf

finance investment consulting wealth management financial planning endowment consulting financial advisor
Details about Massey Quick Simon & Co.
Frequently Asked Questions about Jordan Maly
Jordan Maly currently works for Massey Quick Simon & Co..
Jordan Maly's role at Massey Quick Simon & Co. is Client Services Administrator.
Jordan Maly's email address is ***@simonquickadvisors.com. To view Jordan Maly's full email address, please signup to ConnectPlex.
Jordan Maly works in the Investment Bank/Securities Brokerage industry.
Jordan Maly's colleagues at Massey Quick Simon & Co. are Thomas Morr, Connor Donovan, William Lalor, Garrett Wells, Belinda Bast, Andrew Haggerty, Connor Donovan and others.
Jordan Maly's phone number is 973-525-1000
See more information about Jordan Maly