
Advanced Financial Solutions Inc.
Michael Malloy Solutions, powered by Advanced Financial Solutions Inc. and EWP Financial, is an independent financial advisory firm with offices in New York, California, and London.
Founded by Michael Malloy, who holds the Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations, the firm specializes in Private Placement Life Insurance (PPLI) to enhance privacy, asset protection, and tax efficiency for high-net-worth individuals and families.
Their goal is to maximize investment gains while minimizing global tax burdens, offering tailored solutions that align with clients’ unique financial objectives.
40 Wall St 28th floor, New York, NY 10005