MAGNUS FINANCIAL GROUP

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Magnus Financial Group LLC is an independent investment management firm. They provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, their advisors have put client needs first and have helped them achieve long-term financial success and security. The Magnus approach to wealth management has been built around the need to develop a clearly defined strategy to help a spectrum of clients with varying financial goals. The... y utilize both quantitative and qualitative research to help evaluate our clientsโ€™ holdings and define an asset allocation structured to their risk tolerance and goals. This tailored approach centers around optimizing investment outcomes and designing insurance portfolios to provide protection should life circumstances unexpectedly change.

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MAGNUS FINANCIAL GROUP

Social Links:

Industry:
Finance Financial Services

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.magnusfinancial.com

Status:
Active

Contact:
(800) 339-1367

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

jennifer-laughnan_image

Jennifer Laughnan
Jennifer Laughnan Vice President, Investment Operations @ Magnus Financial Group
Vice President, Investment Operations
2021-09-01

not_available_image

Travis R. Nelson
Travis R. Nelson Vice President @ Magnus Financial Group
Vice President
2020-02-01

jonathan-rodriquez_image

Jonathan Rodriquez
Jonathan Rodriquez Vice President, Client Relationship Manager @ Magnus Financial Group
Vice President, Client Relationship Manager
2021-01-01

michael-schwartz_image

Michael Schwartz
Michael Schwartz CEO @ Magnus Financial Group
CEO

anna-caponsacco_image

Anna Caponsacco
Anna Caponsacco Vice President of Investment Operations @ Magnus Financial Group
Vice President of Investment Operations
2020-12-01

Official Site Inspections

http://www.magnusfinancial.com Semrush global rank: 5.57 M Semrush visits lastest month: 1.52 K

  • Host name: cloudproxy10160.sucuri.net
  • IP address: 192.124.249.160
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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