Magis Advisory Group

Insurance - Cleveland, OH, US

Magis Advisory Group Employees
Claire Vincent

Account Coordinator and Wellness Specialist

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Denny Johnson

Financial Services Assistant

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Denny Johnson

Financial Services Assistant

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Claire Vincent

Account Coordinator and Wellness Specialist

Contact Claire Vincent

Debbie Bogdan

Client Advocate Manager

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Mindy Rogge

Vice President of Finance and Administration

Contact Mindy Rogge

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Magis Advisory Group Senior Management
Aaron Marinelli

Chief Executive Officer and Co-Founder

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Philip Amos

Co-Founder, President

Contact Philip Amos

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Magis Advisory Group Details

Magis Advisory Group firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning "the more" or "the greater." The connotation of the word is not "greater than," but rather "greater for" others and reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS.Investor Disclosures: https://bit.ly/KF-DisclosuresThis profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.http://www.finra.org/https://www.sipc.org/

Magis Advisory Group logo, Magis Advisory Group contact details
Website: N/A
Employees: 20 - 49
HQ: N/A
Location: Cleveland, OH, US
Revenue: 2.5 - 5 Million
N/A
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