Magnus Financial Group LLC honors professionals driving progress forward.
Published
Signal category
Presence & Recognition
Quote
“Today, Magnus Financial Group LLC honors the professionals driving our progress forward.”
— Magnus Financial Group LLC team
Company
- Industry
- Investment Management
- Location
- New York, US
- Company size
- 24 employees
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.
Founded 2017