MS

Michael Schwartz

CEO | Wealth Management Advisor

Magnus Financial Group LLC

New York, New York


Contact Information

Email
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Company Information

Company
Magnus Financial Group LLC
Industry
investment management
Employees
28.0
Seniority
C suite

Technologies

DNS Made Easy Outlook AI Circle

Keywords

investment management financial planning insurance risk management retirement planning estate planning insurance management risk management wealth management client communication portfolio monitoring asset allocation financial review investment strategies tax loss harvesting performance measurement financial advisory services fiduciary guidance personalized service wealth management technology investment research trading analysis custodial relationships regulatory compliance client consultation financial goals risk tolerance assessment market research financial data analysis performance optimization investment portfolios long-term financial security capital markets personal finance financial literacy investment products financial technology financial market insights wealth transfer hedging strategies fee auditing retirement accounts investment vehicles financial services business development compliance records savings strategies real-time access financial advice customized planning financial industry standards client objectives law practice legal services finance technology information technology & services b2b

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