Magellan Financial Solutions is a New York State Registered Investment Advisor that provides Wealth Management Solutions to Individuals, Trusts and Estates, Charitable Organizations, and Profit-Sharing Plans. As an independent and fee only company, our goal is to provide expertise that is impartial and avoid conflicts with regard to investment analysis and advice.
We work directly with clients on a fee only basis and held to a high level of a fiduciary standard. We work solely for our clients, and are compensated only by them. We do not sell products, get paid a commission, nor accept or give referral fees.
At Magellan Financial Solutions, we believe in self-empowerment. We emphasize and encourage our clients to be informed, educated, and involved throughout the relationship.
Company Details
- Address
- 13 Oakland Avenue, Warwick,new York 10990,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- magellanfinancialsolutions.com
- Keywords
- Wealth Management, Investment Management, Financial Planning, Strategic Business Development.
- HQ
- Warwick, New York
Magellan Financial Solutions, Llc Questions
Magellan Financial Solutions, Llc's website is magellanfinancialsolutions.com
Magellan Financial Solutions, Llc's LinkedIn profile is https://www.linkedin.com/company/magellan-financial-solutions-llc
Magellan Financial Solutions, Llc's industry is
Financial Services
Magellan Financial Solutions, Llc's top competitors are
Ariel Investments,
Cleveland Foundation,
Provita Pharmaceuticals,
Jefferson Solutions Group,
Nine Four Ventures,
Wespath Institutional Investments,
Bowsprit Partners Ltd,
Platinum Realty,
Gtcr Llc,
Renovus Capital Partners.
Magellan Financial Solutions, Llc's categories are Financial Services
