Magellan Financial Solutions is a New York State Registered Investment Advisor that provides Wealth Management Solutions to Individuals, Trusts and Estates, Charitable Organizations, and Profit-Sharing Plans. As an independent and fee only company, our goal is to provide expertise that is impartial and avoid conflicts with regard to investment analysis and advice. We work directly with clients on a fee only basis and held to a high level of a fiduciary standard. We work solely for our clients, and are compensated only by them. We do not sell products, get paid a commission, nor accept or give referral fees. At Magellan Financial Solutions, we believe in self-empowerment. We emphasize and encourage our clients to be informed, educated, and involved throughout the relationship.
Magellan Financial Solutions is a New York State Registered Investment Advisor that provides Wealth Management Solutions to Individuals, Trusts and Estates, Charitable Organizations, and Profit-Sharing Plans. As an independent and fee only company, our goal is to provide expertise that is impartial and avoid conflicts with regard to investment analysis and advice. We work directly with clients on a fee only basis and held to a high level of a fiduciary standard. We work solely for our clients, and are compensated only by them. We do not sell products, get paid a commission, nor accept or give referral fees. At Magellan Financial Solutions, we believe in self-empowerment. We emphasize and encourage our clients to be informed, educated, and involved throughout the relationship.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 13 Oakland Avenue New York Warwick
- City
- Warwick
- Region
- New York
- Postal Code
- 10990
- Country
- United States