Magnifina was founded with the goal of providing first-class, bespoke investment management to everyone regardless of their experience. We understand that managing finances isn’t a skill that everybody has, and that’s why we’re here to help.
In contrast to other firms, we manage each client’s account individually because each client is unique. We’re not robots working off of a script. We’re a company of real humans who listen to our clients and spend time working to further their personal financial goals.
Investments are hand-selected for each client
Any financial plans benefits from better investing
We offer a complementary retirement projection for all qualifying clients
A network of specialists to implement complex plans
Download this presentation detailing our approach to managing high-quality investments in a dynamic portfolio
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.
Any service described as “free” or “complimentary” means there is no monetary or financial cost to you. However, these offers may require you to be in contact with us, provide certain information, or participate in meetings or consultations. We reserve the right to deny, discontinue, or limit access to any offer at our sole discretion.
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25 Broadway, 10th Floor
New York, NY 10004
Phone: (800) 732-0818
