Company Email Format Management

Magnus Financial Group LLC

Investment Management New York, United States 27 employees

Employees: 27
Contacts: 4
Emails: 4
Phones: 3

magnusfinancial.com LinkedIn

Magnus Financial Group LLC Overview

Headquarters: New York, United States
Phone Number: Available in AeroLeads
Website: magnusfinancial.com
Industry: Investment Management
Employees: 27
Founded: 2017
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Financial Planning Insurance | Risk Management Retirement Planning Estate Planning

About Magnus Financial Group LLC

Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution and estate preservation planning. Michael S. Schwartz, President & CEO, was named by the Financial Times to the Top 400 Financial Advisor List in 2017.

Magnus Financial Group LLC Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Magnus Financial Group LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
David B. Taylor, Lutcf	Director of Insurance Services	New York City Metropolitan Area, United States	Email
Paul F. Hoerrner Jr., Cfp®	Senior Managing Director - Wealth	New York, United States	Email Phone
Michael Tanney, Aif®	Fiduciary Private Wealth Manager	New York, United States	Email Phone
Michael Schwartz, Cfp®, Aep®	CEO - Wealth Management Advisor	New York, United States	Email Phone