The Service You Want
Magis Financial Partners is a diversified financial services firm focused on putting our clients’ best interests first. This means we not only put our clients first in the financial recommendations we make and the plans we design, but we also put your needs first through the level of service we provide. We are service-minded communicators and educators with decades of experience, and we leverage our collective capabilities to provide true excellence in our customer experience.
The Team You Need
Over the years, the team at Magis has developed a reputation for being able to provide comprehensive solutions to complex problems. Our team includes professionals in various fields including tax, accounting, legal, investments, retirement planning, insurance, risk management, and much more. You’ll get the full attention of our team’s collective efforts to help you live better today and tomorrow.
A Diverse Team with a Common Goal
Our diverse team of financial professionals hold a variety of professional designations with extensive and varied industry experience. But we all have one thing in common: our desire to help. We find fulfillment when we are able to help our clients get organized, coordinate their financial interests and pursue their goals in life.
Stay Connected to Your Finances
We know that getting your financial affairs organized — and keeping them that way — is essential to your financial health and your financial confidence. Knowing what you have, being able to access it and seeing your progress can help you make informed financial decisions as you work toward your goals.
Allow us to introduce you to AdviceWorks™. AdviceWorks is a digital platform that helps you stay connected to your money and collaborate with your financial advisor, anytime, from anywhere. Start a free trial, on us, today.
Our Broker-Dealer: Cetera Advisors
