Magnus Financial Group LLC

Financial Services - New York, NY, US

Magnus Financial Group LLC Employees
Rhonda Pohl

Director Of Client Relations

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Brian Flynn

Managing Director

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Shannel Leow

Director of Investment Operations

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David Harrison

General Counsel & Chief Compliance Officer

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David Taylor

Director of Insurance Services

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Michael Tanney

Managing Director

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Jason CFA

Director of Portfolio Research & Advisory

Contact Jason CFA

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Magnus Financial Group LLC Senior Management
Brian Flynn

Managing Director

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Michael Tanney

Managing Director

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Louis Sorsaia

Chief Operating Officer

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Ronald Deutsch

Managing Director

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Michael Brown

Senior Managing Director

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Tom Barber

Chief Marketing Officer

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Michael Schwartz

CEO | Wealth Management Advisor

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Sharon Hayut

Senior Managing Director

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Paul Hoerrner

Managing Director

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Magnus Financial Group LLC Details

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.

Magnus Financial Group LLC logo, Magnus Financial Group LLC contact details
Employees: 20 - 49
HQ: 648-813-7001
Location: New York, NY, US
Revenue: 2.5 - 5 Million
Financial Planning
Magnus Financial Group LLC Technologies
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