Magnus Financial Group LLC is a financial planner based in New York, New York, dedicated to providing comprehensive financial planning services to individuals and businesses in the 10016 area. Located at 90 Park Avenue on the 18th floor, this firm offers expertise in wealth management, investment strategies, and retirement planning. Their approach centers on creating tailored financial plans that address clients’ unique goals and circumstances, helping them navigate the complexities of financial decision-making.
The team at Magnus Financial Group LLC works with clients to develop long-term strategies aimed at building and preserving wealth through prudent investment choices. They consider a variety of factors including risk tolerance, time horizon, and income needs to create diversified portfolios that align with each client’s financial objectives. This local financial planner also emphasizes retirement planning, assisting clients in preparing for a secure and comfortable future by analyzing retirement income sources and savings plans.
In addition to investment and retirement services, Magnus Financial Group LLC provides guidance on estate planning, tax considerations, and risk management. Their comprehensive financial planning process includes ongoing monitoring and adjustments to ensure plans remain relevant as clients’ financial situations and market conditions evolve. By offering a personalized and disciplined approach, this firm supports clients in making informed decisions and achieving greater financial stability.
Serving the New York City community, Magnus Financial Group LLC combines professional expertise with a client-focused philosophy. Contacting the firm at 800-339-1367 allows prospective clients to explore how tailored financial planning can contribute to their long-term financial well-being. With a focus on clarity and individualized attention, Magnus Financial Group LLC stands as a resource for those seeking structured financial guidance in a complex economic environment.


































