Our Firm

Dick has worked in the insurance and financial services business for over 40 years.  He founded Mullaney & Associates in 2007 with the simple mission of helping others achieve their financial goals by delivering a client experience that is focused on 3 deliverables:

• Communication – Plain language communication is vital in the financial advice field, which is becoming more and more complex every day.  We are big believers in financial education and we pride ourselves in the way we help our clients to fully understand whatever financial matter and decision that they are faced with. 
• Collaboration – Getting the client the appropriate advice often takes a team, and we have a large network of collaborators.   We may call in another advisor to work with us, particularly if a client needs knowledge in an area, such as special needs planning, that we may not have as much experience in. We also work closely with your accountant and attorney to coordinate your planning. 
• Service – It sounds simple, but we're all about service.  We return your phone calls and if we say we're going to do something, we do it.  It's all about the follow up at our firm.  

If you are a prospective new client, please feel free to ask to speak some of our existing clients about their experience with the Communication, the Collaboration, and the Service at Mullaney & Associates.