Contact an Advisor

Ready to Learn More?

Step 1: Discovery Call

Let's begin with a quick 15-30 minute phone call to go over the basics and see how we could work together.

Step 2: Needs Analysis

Next we discuss your financial situation and objectives in depth for 40-60 minutes.

Step 3: Proposal

Finally, we'll present a proposal of our services and how we can help you reach your goals.

Schedule a Meeting

Feel free to schedule a meeting with a member of our investment advisory team. We love helping people invest better.

Request a Call

Prefer a casual chat? Let us know the best time to give you a ring.

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Investment advice offered through Magnifina, LLC, a Registered Investment Adviser. SEC# 801-117932. This website and information are provided for guidance and information purposes only and are not intended to provide investment, tax, or legal advice. No historical or future performance claims are made. Please consult a qualified professional before making decisions about your financial situation or otherwise using any specific information contained herein.

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Contact

Magnifina, LLC
25 Broadway, 10th Floor
New York, NY 10004
Phone: (800) 732-0818