Magellan Financial Solutions
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
13 Oakland Ave, Warwick, New York, 10990...Phone Number
(845) 986-9717Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Magellan Financial Solutions
Magellan Financial Solutions is a boutique consultative wealth management firm and registered investment advisor dedicated to client needs rather than product pitches. They offer a range of services including customized investment strategies, strategic business development, and innovative wealth management technology. Their target clients include individuals seeking financial advice, those with special situations, and successful businesses needing financial expertise to sustain growth. The firm emphasizes a fresh approach to planning financial futures, providing clients with the confidence to make better financial decisions.Explore more
Magellan Financial Solutions Org Chart
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Magellan Financial Solutions is a boutique consultative wealth management firm and registered investment advisor dedicated to client needs rather than product pitches. They offer a range of services including customized investment strategies, strategic business development, and innovative wealth management technology. Their target clients include i... Read More
