Michael Schwartz

CEO | Wealth Management Advisor at Magnus Financial Group LLC - New York, NY, US

Michael Schwartz's Colleagues at Magnus Financial Group LLC
Rhonda Pohl

Director Of Client Relations

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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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Jason CFA

Director of Portfolio Research & Advisory

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Michael Schwartz's Contact Details
HQ
648-813-7001
Location
New York,New York,United States
Company
Magnus Financial Group LLC
Michael Schwartz's Company Details
Magnus Financial Group LLC logo, Magnus Financial Group LLC contact details

Magnus Financial Group LLC

New York, NY, US • 20 - 49 Employees
Financial Services

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.

Financial Planning
Details about Magnus Financial Group LLC
Frequently Asked Questions about Michael Schwartz
Michael Schwartz currently works for Magnus Financial Group LLC.
Michael Schwartz's role at Magnus Financial Group LLC is CEO | Wealth Management Advisor.
Michael Schwartz's email address is ***@magnusfinancial.com. To view Michael Schwartz's full email address, please signup to ConnectPlex.
Michael Schwartz works in the Investment Management industry.
Michael Schwartz's colleagues at Magnus Financial Group LLC are Rhonda Pohl, Brian Flynn, Shannel Leow, David Harrison, David Taylor, Michael Tanney, Jason CFA and others.
Michael Schwartz's phone number is 648-813-7001
See more information about Michael Schwartz