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Our Services

MAGIS has the service offerings to help provide our clients with appropriate choices for every stage of their lives. We offer a full range of brokerage, insurance, fee-based/advisory, wealth management products, programs, and solutions. MAGIS provides personalized service, focused high-touch support paired with industry-leading resources and state-of-the-art technology to help our clients meet their financial goals.

As a firm, MAGIS is committed to offering a best-in-class solution for all of our clients' potential needs, including:

  • Wealth Management
  • Financial Planning
  • Insurance Services

MAGIS products and services include:

  • Corporate & Municipal Bonds
  • Disability Income Insurance
  • ETF Asset Allocation Strategies
  • Fee-Based Investment Advisory
    • Open-Architecture Advisory Accounts
    • Multi-Strategy / Unified Managed Accounts
    • Separately Managed Accounts
    • Mutual Fund Asset Allocation Programs
  • Fiduciary and Co-Fiduciary Services
  • Financial Planning Services
  • Fixed Annuities
  • Individual Stocks
  • Insurance (Personal & Business)
  • Investment Advisory Services
  • Long-Term Care Insurance
  • Mutual Funds
  • Qualified Retirement Plans
    • 401(k) Plans
    • 403(b) Plans
    • Defined Benefit Plans
    • Defined Contribution Plans
  • Real Estate Investment Trusts
  • Retirement Income Distribution Planning
  • Variable Annuities