Malosi Financial Group is an independent financial advisory firm that focuses on creating comprehensive, client-centric financial plans. Their stated mission is to help clients achieve their financial goals through personalized strategies in wealth management, retirement planning, insurance solutions, and investments. According to their website's disclosure, their registered representatives offer securities through Cambridge Investment Research, Inc. (a FINRA/SIPC member) and advisory services through Cambridge Investment Research Advisors, Inc. (a Registered Investment Adviser), indicating they operate as an independent group affiliated with a larger registered entity.

Founded in

Australia