Saede Maleki

Contact

Saede Maleki
Wealth Management Advisor

731 N Jackson St Ste 220
Milwaukee, WI 53202-4612

Phone: 414-270-1890

Fax: 414-270-1891

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Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

Saede Maleki specializes in working with small business owners and senior level executives in offering financial guidance. You can count on receiving objective, informative insights as Sy assists you with estate planning, business succession considerations, investments and general financial preparedness for the challenges of an ever-changing future.

Sy delivers the personal service he himself would expect and desire, working alongside your accountants, attorneys and other professional team members to help you create a secure financial future.

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