MAGIS Financial Partners

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

460 E Swedesford Rd Ste 2030, Wayne, Pen...

Phone Number

(484) 654-3347

Revenue

$6.3 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About MAGIS Financial Partners

MAGIS Financial Partners offers personalized financial services and high-touch support, leveraging industry-leading resources and technology to assist clients in achieving their financial goals. Their services include wealth management, individual retirement and insurance planning, financial planning, and 401(k) plan management. The company focuses on providing tailored solutions for individuals, families, and businesses, ensuring a client-first approach with a team-based strategy. With a commitment to education and communication, MAGIS aims to empower clients to make informed financial decisions.Explore more
MAGIS Financial Partners's Social MediaPopular SearchesMagis Financial PartnersMAGIS Financial Partners IncComplete Investment Management IncInvestment Management IncMagis Financial ManagementSIC Code 62,628NAICS Code 52,523Show more

MAGIS Financial Partners Org Chart

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Chief Financial Officer & Consultant & Adviso...

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President

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Vice President and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MAGIS Financial Partners

$6.3M
11-50
Private
-
1976
BB
Brian BoyceChief Financial Officer & Consultant & Advisor
<$5M
1-10
Private
-
-
BM
Brett MaikowskiPartner, CERTIFIED FINANCIAL PLANNER
<$5M
1-10
Private
-
2007
PR
Patricia RiggleManaging Member
<$5M
1-10
Private
-
2004
HP
Helen PascocelloManager, Operations
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
-
CO
Cara OllerClient Service Manager
<$5M
1-10
Private
-
-
JB
Jeanine BerattaFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MAGIS Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MAGIS Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MAGIS Financial Partners.

MAGIS Financial Partners Tech Stack

A closer look at the technologies used by MAGIS Financial Partners

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Frequently Asked Questions Regarding MAGIS Financial Partners

What is MAGIS Financial Partners's official website?
MAGIS Financial Partners's official website is www.magis.pro
What is MAGIS Financial Partners's Revenue?
MAGIS Financial Partners's revenue is $6.3 Million
What is MAGIS Financial Partners's SIC code?
MAGIS Financial Partners's SIC: 62,628
What is MAGIS Financial Partners's NAICS code?
MAGIS Financial Partners's NAICS: 52,523
How many employees does MAGIS Financial Partners have?
MAGIS Financial Partners has 11-50 employees
What industry does MAGIS Financial Partners belong to?
MAGIS Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is MAGIS Financial Partners competition?
MAGIS Financial Partners top competitors include: Diversifiedfinancialbenefits Salem, Riggle & Associates, Nexus Financial Group, Omni Financial Advisory Group
What companies has MAGIS Financial Partners acquired?
MAGIS Financial Partners has acquired the companies: Sweeney Kovar, HD Vest Financial Services, Cetera Financial Institutions, Cetera Financial Institutions
What technology does MAGIS Financial Partners use?
Some of the popular technologies that MAGIS Financial Partners uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
Who is the CFO of MAGIS Financial Partners?
MAGIS Financial Partners's CFO is Brian Boyce
How do I contact MAGIS Financial Partners?
MAGIS Financial Partners contact info: Phone number: (484) 654-3347 Website: www.magis.pro
What does MAGIS Financial Partners do?

MAGIS Financial Partners offers personalized financial services and high-touch support, leveraging industry-leading resources and technology to assist clients in achieving their financial goals. Their services include wealth management, individual retirement and insurance planning, financial planning, and 401(k) plan management. The company focuses... on providing tailored solutions for individuals, families, and businesses, ensuring a client-first approach with a team-based strategy. With a commitment to education and communication, MAGIS aims to empower clients to make informed financial decisions.Read More

What are MAGIS Financial Partners social media links?
MAGIS Financial Partners Linkedin page MAGIS Financial Partners Twitter page MAGIS Financial Partners Facebook page
Is MAGIS Financial Partners a public company?
MAGIS Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about MAGIS Financial Partners

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