MAGIS Financial Partners
Financial Services • 
Tredyffrin, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 460 E Swedesford Rd, Suite 2030, Wayne , Pennsylvania 19087, US |
| Phone number | +12156751095 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Services, Wealth Management, Financial Planning, Qualified Retirement Plans, Fiduciary & Co-Fiduciary Services |
| Founded | 1976 |
| Employees | 1-10 |
| Socials |
Key Contact at MAGIS Financial Partners
Sean Ryan
Vice President & Financial Advisor
MAGIS Financial Partners Email Formats
MAGIS Financial Partners uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@magis.pro), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@magis.pro | 100% |
About MAGIS Financial Partners
MAGIS...pronounced "MAH-GIS"...is a Latin adverb that means "better," "to do more," "to a greater extent," or "to go beyond." It is an expression of our aspiration of the services we provide to our clients. We understand that individuals and businesses face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against participants and individuals outliving their income, the impact of inflation, taxation, and rising healthcare costs. At MAGIS, we are in an advantageous position to approach such challenges with experience and skill. Please feel free to explore this site to gain a better understanding of our firm and how we can help clients plan for and meet their financial goals. At MAGIS, we have a dedication to excellence in technical knowledge, impeccable client service, and a commitment to help you work towards achieving all your financial goals. At MAGIS Financial Partners, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times. Experience and Skill When you choose our services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs. Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a registered investment adviser. MAGIS Financial Partners is a wholly-owned subsidiary of Cetera Advisors, LLC.
MAGIS Financial Partners revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $2,143,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
MAGIS Financial Partners has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
MAGIS Financial Partners has never raised funding before.
MAGIS Financial Partners Tech Stack
Discover the technologies and tools that power MAGIS Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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