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Paul T. (Tom) Malloy, CLU®, LUTCF, CLTC

malloy

Tom entered the financial services business in 1973. He joined Brennan Financial Group, a general agency of NELICO in 2002 and is a registered representative with New England Securities Corp., Boston, MA.

Tom has earned the Chartered Life Underwriter (CLU®) designation and the Certified in Long-Term Care (CLTC) designation. He is a graduate of the Life Underwriting Training Council and has qualified for membership in the Million Dollar Round Table. As a financial representative, Tom assists individuals and business owners in developing strategies to help attain their financial goals and objectives.

Tom is a past president of the Youngstown chapter of NAIFA and a past president of the Youngstown chapter of the Society of Financial Services Professionals. He and his wife Diane live in Canfield.

 

PROFESSIONAL AREAS OF FOCUS
Retirement Planning Strategies 
Business Insurance 
Personal Insurance 
Long-Term Care Insurance
Employee Benefits

QUALIFICATIONS 
Chartered Life Underwriter designation, CLU®  
Life Underwriters Training Council Fellow, LUTCF 
Certified in Long Term Care designation, CLTC 
Over 35 Years in Insurance Business

PERSONAL 
Life long resident of Mahoning Valley 
Married, Spouse Diane, 1 daughter

 


 

Disclosure  

New England Financial is the registered mark for New England Life Insurance Company (NELICO), Boston, MA 02116. Brennan Financial Group is a general agency of NELICO. Securities and investment advisory services offered through New England Securities Corp. (NES) (member FINRA/SIPC) and a Registered Investment Adviser. NELICO and NES are affiliates.

Please note not all representatives may be able to offer all products and services in all states. 
Branch office:  22901 Millcreek Blvd., Suite 360, Highland Hills, OH 44122 Tel: 216-595-0123. 

Brennan Financial Group is not affiliated with New England Securities.
The Enterprise General agency is a separate entity of New England Securities.

 

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