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.
Company Details
- Employees
- 27
- Founded
- -
- Address
- 280 Park Ave, New York,united States
- Phone
- (800) 339-1367
- se****@****ial.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- magnusfinancial.com
- Keywords
- Investment Management, Financial Planning, Insurance | Risk Management, Retirement Planning, Estate Planning.
- HQ
- New York
Magnus Financial Group Llc Questions
Magnus Financial Group Llc's helpline number is (800) 339-1367
Magnus Financial Group Llc's website is magnusfinancial.com
Magnus Financial Group Llc's LinkedIn profile is https://www.linkedin.com/company/magnusfinancialgroup
Magnus Financial Group Llc has
27 employees.
View email and phone details for 27
employees at Magnus Financial Group Llc.
Magnus Financial Group Llc's industry is
Investment Management
Magnus Financial Group Llc's top competitors are
Wick,
Millennium,
Wealthspire Advisors,
Summit Financial,
Silvercrest Asset Management,
Journey Strategic Wealth,
Douglas C. Lane & Associates, Llc,
Simon Quick Advisors, Llc,
Joel Isaacson & Co., Llc,
Payne Capital Management.
Magnus Financial Group Llc's support email address is service@magnusfinancial.com
Magnus Financial Group Llc's categories are Investment Management
Magnus Financial Group Llc's founding year is 2017
