Login
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.

  • Phone Call
  • or
  • Video Meeting
  • Office Meeting
  • or
  • Video Meeting
  • Office Meeting
  • or
  • eSignature

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.

Phone

  • 800-732-0818

Hours

  • Mon-Fri 9:00AM - 5:00PM ET

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.

Any linked materials are provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are viewing.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Contact

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

Our Approach
Insights
About Us
Subscribe for Updates
Follow us on Social Media
Facebook Twitter Linkedin Youtube
Exit mobile version