MAGNUS FINANCIAL GROUP
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 clients’ 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.
MAGNUS FINANCIAL GROUP
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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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
More informations about "Magnus Financial Group"
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Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501 (c) (3) non-profit organization that serves the public interest by promoting the value of …See details»
Meet the team – MagnusFinancial.com
90 Park Avenue, Suite 1800, New York, NY 10016 | Phone: 800-339-1367 | Email: [email protected] Active clients will receive account statements directly from their …See details»
About Us – MagnusFinancial.com
We provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, our advisors have put client needs first and have …See details»
Magnus Financial Group LLC | LinkedIn
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.See details»
Magnus Financial Group Review 2024 - investor.com
Oct 16, 2024 · Magnus Financial Group, registered in 2017, serves 26 state (s) with a licensed staff of 9 advisors. Magnus Financial Group manages $1.6 billion and provides investment …See details»
Forbes Recognizes Magnus Financial Group in Its Ranking of Top …
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Magnus Financial Group Profile: Commitments & Mandates
Information on commitments, mandates, investment preferences, team and board members for Magnus Financial Group. Use the PitchBook Platform to explore the full profile.See details»
Magnus Financial Group - Overview, News & Similar companies
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Financial Advisor Magazine Recognizes Magnus …
NEW YORK, August 1, 2023 (Newswire.com) - Magnus Financial Group LLC, a registered investment advisory (RIA) firm, has gained further recognition within the financial services industry after...See details»
Financial Advisor Magazine Recognizes Magnus Financial Group to …
NEW YORK, July 29, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus"), a registered investment advisory (RIA) firm, has earned further recognition within the financial …See details»
Forbes Recognizes Magnus Financial Group in its Ranking of Top …
Oct 18, 2024 · For more information on Magnus Financial Group and our services, visit our website at https://magnusfinancial.com. For media inquiries, please contact:See details»
Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has …
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Drew J. Collins, CFA®, MBA – MagnusFinancial.com
Drew Collins, CFA®, MBA, joined Magnus in 2022 as a Senior Managing Director. Prior to joining Magnus, Drew was a Managing Director and Head of Fixed Income at Greenwich Investment …See details»
Michael Schwartz - Founder of Magnus Financial Group
Sep 1, 2022 · Michael Schwartz, CFP®, AEP® is the founder, Chief Executive Officer and a Wealth Management Advisor of Magnus. Michael began his career in finance over 20 years …See details»
Financial Advisor Magazine Recognizes Magnus Financial Group to …
Jul 29, 2022 · For more information on Magnus Financial Group, visit: http://www.magnusfinancial.com. Media Contact: Thomas Barber. Phone: 800-339-1367. …See details»
Michael Schwartz, CFP®, AEP® - Magnus Financial Group LLC
Sep 6, 2022 · Email - [email protected] · Experience: Magnus Financial Group LLC · Education: The American College · Location: New York · 500+ connections on …See details»
Forbes Recognizes Magnus Financial Group in Its Ranking of
NEW YORK, November 8, 2023 (Newswire.com) - Magnus Financial Group LLC, a registered investment advisory (RIA) firm based in New York City, has gained further recognition within …See details»
Financial Advisor Magazine Recognizes Magnus Financial
NEW YORK, July 29, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus"), a registered investment advisory (RIA) firm, has earned further recognition within the financial …See details»
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Financial Planning – MagnusFinancial.com
By taking the time today to create a personal financial plan for your future, your goals become more attainable. Once you have identified and prioritized your goals, we will help construct a …See details»