Magnus Financial Group CEO Michael S. Schwartz Named to Forbes/SHOOK® Best-In-State Wealth Awards 2024 for Sixth Consecutive Year
Magnus Financial Group LLC, a leading investment advisory firm based in New York City, is proud to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been recognized by Forbes/SHOOK® Research for the sixth consecutive year. Schwartz has been named to the prestigious Best-In-State Wealth Awards 2024, solidifying his reputation as one of the top financial advisors in the industry.
“I am honored to receive this recognition and am grateful for the trust and confidence of our clients,” said Michael S. Schwartz. “This award is a testament to our team’s dedication to providing exceptional service and expertise to our clients.”
This latest accolade adds to Schwartz’s impressive list of achievements, including being named to Forbes/SHOOK® Best-In-State Wealth Advisors for the past six years, as well as being recognized as a Top Financial Security Professional by Forbes/SHOOK® in previous years. Additionally, Schwartz has been featured on WealthManagement.com’s Thrive List of Fastest-Growing Advisors and the Financial Times’ FT Top 400 Financial Advisor List.
The Forbes ranking of Best-In-State Wealth Advisors is a highly selective process that evaluates advisors based on a range of qualitative and quantitative criteria, including revenue trends, assets under management, compliance records, and industry experience. SHOOK Research, the organization behind the rankings, aims to highlight advisors who exemplify best practices and provide exceptional service to their clients.
Magnus Financial Group LLC, founded in 2017, is an independent SEC-registered investment advisory firm that offers personalized wealth management and financial planning services. With a team of experienced advisors and dedicated support staff, Magnus is committed to delivering high-quality service tailored to each client’s unique needs.
For more information about Magnus Financial Group and its services, visit http://www.magnusfinancial.com. For media inquiries, please contact Rachita Sharma of Blue Ocean at 917-720-3036.
Source: Magnus Financial Group