Magnus Financial

Investment Management · 2 Employees
Phone Number: service@magnusfinancial.com
Email Address: service@magnusfinancial.com
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About
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.
Year Founded
2017
Social Media
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Industry
Investment Management
HQ Location
280 Park Ave New York, US
Keywords
Investment ManagementFinancial PlanningInsurance | Risk ManagementRetirement PlanningEstate Planninginvestment advisorylife insurancestatistical modelskey swingcrushed bipartisan
Location
  • 280 Park Ave New York, US

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andywarhol@magnusfinancial.com
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awarhol@magnusfinancial.com
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andy@magnusfinancial.com
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warhol@magnusfinancial.com
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