Magnus Financial Group LLC Email Format

Investment ManagementNew York, United States11-50 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.

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