Cleveland Office

1 Bratenahl Place

Suite 1301

Cleveland, OH 44108

Florida Office

1116 NE 16 Court

Fort Lauderdale, FL 33305

Our Mission

The Malbasa Mission

 Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals, without breaking the bank. We're here to keep your financial boat, properly afloat, even through the roughest of waters.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

Malbasa Financial understands that not everyone is the same. We create strategies that are not only tailored, but fully customized to your goals. Providing you the best and most affordable solutions to get the most out of your money.

Our History

Our History

Our expertise in finance and people some of the best in the business. Years of experience have prepared us to guide you through your life transitions. Being older persons ourselves, we understand the struggles of aging and want to be there to guide you through the golden years.

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