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