The Magis Group Inc. is a financial services firm specializing in comprehensive financial planning and wealth management solutions for individuals, families, and businesses. Based in Tarrytown, New York, the firm emphasizes a client-centric approach by tailoring financial strategies that align with each client’s unique values, goals, and long-term aspirations. The Magis Group integrates both traditional investment planning and holistic financial advice, assisting clients in areas such as retirement planning, investment management, estate planning, insurance analysis, and tax minimization strategies.

Their team of experienced financial planners collaborates closely with clients to demystify complex financial concepts and empower informed decision-making. Notably, The Magis Group is committed to fostering long-term relationships built on trust, transparency, and integrity. The firm also distinguishes itself by incorporating values-based planning, helping clients align their financial strategies with a broader sense of purpose beyond just monetary gain. Their fiduciary role ensures that all recommendations are made with the clients’ best interests in mind.

Website: https://www.magisgroup.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement income planning
– Estate and legacy planning
– Tax-efficient strategies
– Risk management and insurance analysis
– Charitable and values-based giving planning
– Business succession planning