Personalized Financial Solutions
Empowering Your Financial Future
About
Welcome
I'm so glad you're here! I'm Andrew Mallory, and I'm dedicated to providing personalized financial solutions tailored to meet your unique needs. I'm passionate about financial stability, independence and the ease it can provide for you and your family. I have been blessed to experience both a corporate career and entrepreneurship and I know the journey of trying to achieve financial freedom. That's why clients have access to my 20 years of financial services experience including banking, investments, mortgages and tax/accounting at their disposal to ensure the support they need to achieve their financial dreams.
Services
My goal is to help you understand and achieve financial independence in a way that's meaningful to you. I create a unique financial blueprint based on your financial goals and the actionable steps to get there. My services are comprehensive so it doesn't stop there. I provide you with financial solutions through our financial products and coach you along the way.
Vision
My vision is to be the leading financial partner for individuals and businesses, providing innovative solutions and exceptional service to drive financial success. We want you to have
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Less financial stress
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Less debt and more savings
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More productivity
Because we believe that when you are excited about your future, you live more confidently today.
Helping You Build a Financial Future
Financial Planning
Our comprehensive financial planning services are designed to help you make informed decisions, achieve your financial goals, and secure your future.
Investment Management
With our expert investment management, we offer tailored strategies to grow and safeguard your wealth, ensuring a more secure financial future.
Home Mortgage
Whether you're a first-time homebuyer or refinancing, trust us to assist you in finding the best loan options for your needs.
Risk Management
Safeguard your assets and protect your financial well-being with our advanced risk management strategies and insurance solutions.
Estate Planning
Ensure your legacy and provide for your loved ones with our personalized estate planning services that minimize tax implications and preserve your assets.
Guidance You Can Count On
Expertise You Can Trust
We offer expertise you can trust, backed by a deep understanding of financial markets, a strong partnership with our product partners and a commitment to delivering exceptional service.
Client-Centered Approach
We take a client-centered approach, prioritizing your financial well-being and working collaboratively to develop a custom financial strategy that aligns with your goals.
In-depth Analysis
Our in-house research teams conduct in-depth analysis to ensure that our clients receive the most relevant and effective financial advice tailored to their specific needs.
Get In Touch
I look forward to discussing how I can help you achieve financial success.
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Phone: 850-590-5983
Email: andrew.mallory@primerica.com
Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.
Representatives are not licensed to sell all products in all states. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved.
Additional information about this investment professional is available on BrokerCheck.
PFS Investments Inc. Customer Relationship Summary.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. Term life insurance products underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York and by Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions.
In the U.S., securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) and a member of the Securities Investors Protection Corporation (SIPC). PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.