Get Financial Advice That Puts You On The Path To Your Long-Term Goals

For many Americans, the path to retirement can seem like a path with no end in sight. Luckily, it doesn’t have to be. Our financial advisers have years of experience mapping out what you need to retire and the investment vehicles that can help you get there so you can relax and enjoy the ride. Reach out to us and see how our financial advisers can help.

Successful Planners 3x High Avg Net Worth Graph


Growing Your Net Worth Starts With Successful Planning

People who stick with their plans are worth an average of three times more than those who didn’t plan.

Original data was based on 1,269 observations and came from a special retirement planning module for the 2004 Health and Retirement Study targeting Americans over the age of 50. Source: Lusardi, Annamaria, and Mitchell, Olivia S., “Financial Literacy and Planning: Implications for Retirement Wellbeing,” May 2011, page 29. ©2011 by Annamaria Lusardi and Olivia S. Mitchell. All rights reserved.



Investing Early & Staying Steady Is Your Most Powerful Strategy.

If you start early and hold an investment for a long period of time the power of compounding interest will begin to accelerate the growth rate of your investment after a few years.

Value of $10000 investment with 6% rate of return

All The Financial Products. Zero Pressure.

From complete financial planning and execution to just getting a second opinion on your current retirement plan, we are here to help you achieve your financial goals with no pressure from us and all of the investment products you could want, including:

What is a mutual fund?

A mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities. Each investor owns shares, which represent a portion of the holdings of the fund.

What is a stock?

A stock is a type of security that signifies ownership in a corporation and represents a claim on part of the corporation’s assets and earnings.

What is a bond?

A bond is a debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate. Bonds are used by companies, municipalities, states and sovereign governments to raise money and finance a variety of projects and activities. Owners of bonds are debt holders, or creditors, of the issuer.

What is an annuity?

An annuity is a contractual financial product sold by financial institutions that is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time. The period of time when an annuity is being funded and before payouts begin is referred to as the accumulation phase. Once payments commence, the contract is in the annuitization phase.

What is a brokered CD?

A certificate of deposit (CD) that is purchased through a brokerage firm, or from a sales representative other than a bank. The bank is still the initiator of the CD, but has outsourced to firms that strive to locate potential investors. A higher price is generally paid for these types of CDs, as they are in a more competitive market.

What is a money market?

The money market is where financial instruments with high liquidity and very short maturities are traded. It is used by participants as a means for borrowing and lending in the short term, with maturities that usually range from overnight to just under a year. Among the most common money market instruments are eurodollar deposits, negotiable certificates of deposit (CDs), bankers acceptances, U.S. Treasury bills, commercial paper, municipal notes, federal funds and repurchase agreements (repos).

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Moloney Securities Co., Inc. is an independent, registered broker/dealer. Member FINRA/SIPC.

To view Moloney Securities Co., Inc. privacy policy https://docs.wixstatic.com/ugd/14ef60_c0dfdd0e23d44823a20d84f98b7b09bd.pdf.

Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser.

FINRA Broker Check link: brokercheck.finra.org

Neither firm is affiliated with Granite Community Bank or its related companies.

*Not FDIC insured *May go down in value *Not guaranteed by Granite Community Bank *Not a deposit *Not insured by any federal government agency.


What You Should Expect When Getting Your Financial Advice With Us

Extraordinary Service You Will Love

Service You’ll Love

Your money is important and we know that. That’s why our financial advisers are at your service every step of the way. We make ourselves available to answer any questions you may have and explain every decision we make.

No Surprise Fees Money

Win-Win Investing

Our advisers earn a percentage of your total assets under management which means our financial recommendations are based solely on protecting and growing your net worth.

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Your Best Interests First

Your bests interests come first with every financial decision we make. Why? Because not only is it our fiduciary and legal responsibility, it’s the way we treat people in our community.


Meet The Financial Adviser Dedicate To Providing You With Extraordinary Service

Scott Lee

Starting in the industry in 2001, Scott began with Morgan Stanley and has worked at Wells Fargo Investments and United Bank of Switzerland. Scott enjoys working with clients to mutually comprise a financial plan that suits their needs.

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Here Are 3 Reasons To Get Your Investment Advice From Us

Ready to Get Started?

REASON 1. No pressure. Ever.

High pressure sales makes everyone uncomfortable, that’s why when you reach out to us you will be paired with a dedicated financial adviser who is only focused on getting to know you and your goals. Nothing else.

REASON 2. Unique personalized investment strategy

Your goals are unique and so is your situation, that’s why we build personalized investment strategies that align perfectly with your goals.

REASON 3. Advice at your pace

Your financial adviser will be providing advice that matches your expectations. For the passive investor that means we handle your tax harvesting, re-balancing, and much more. For the active investor, we’re here for you to ask questions, bounce ideas off of, and help manage your portfolio.


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Ordinary People. Extraordinary Service.