We are Long Island's premier Wealth Management and Employee Benefits firm for successful organizations and business owners. Please note that for the benefit of our existing clients, we only accept a limited number of clients for whom we can make a substantial impact. Typically, this on a referral basis only.
On behalf of our dedicated team I thank you for visiting our website and I invite you to call for a complimentary phone consultation. With effective, ongoing communications between client and advisor, a grounded plan can be put in place that will provide the answer to successful investing and a carefree retirement.
On behalf of our dedicated team I thank you for visiting our website and I invite you to call for a complimentary phone consultation. With effective, ongoing communications between client and advisor, a grounded plan can be put in place that will provide the answer to successful investing and a carefree retirement.
Services
When creating a logo for a company like magii, we had to pay attention to the uniqueness of the company and the types of clients serviced by magii. We realized early on that the strong genie image had been embedded into client's minds since 1999, but it was determined it was time for a change.
Reviewing the project and observing magii's existing logo, while the genie was a direct connection to the distinctive feeling the name magii presents, it certainly felt out of date, too complex and did not seem to relate well with the services that magii offers.
Reviewing the project and observing magii's existing logo, while the genie was a direct connection to the distinctive feeling the name magii presents, it certainly felt out of date, too complex and did not seem to relate well with the services that magii offers.
With effective, ongoing communications between client and advisor, a grounded plan can be put in place that will provide the answer to successful investing and a carefree retirement. Your advisor should work with you on a consultative basis to uncover your true financial needs and goals, crafting a long-term plan that unfolds over a series of meetings.
The team of professionals at magii are licensed to represent all the top carriers of Long Term Care Insurance as well as permanent and term Life Insurance. These services are normally integrated into our overall assistance with wealth management. Often times we are able to design a plan that can cover our clients' risk needs in a more precise and efficient manner, and at better cost then clients working on their own.
We redefine the traditional client-broker relationship by working as your strategic partner to increase the return on your benefits investment.
We have found that the development of a comprehensive and coordinated benefits program will enable you to successfully recruit, reward and retain your valued staff, in creating a robust, customized program to meet your needs, we are often able to achieve a significant reduction in your overall benefits spending - without reducing your benefits.
We have found that the development of a comprehensive and coordinated benefits program will enable you to successfully recruit, reward and retain your valued staff, in creating a robust, customized program to meet your needs, we are often able to achieve a significant reduction in your overall benefits spending - without reducing your benefits.
We are proud to support the Imagine Awards and all of Long Island's Nonprofits that make LI a great place to live and work. We were proud to take part in the AP-VEI Internship Fellows Program, a national initiative designed to help transform students into young professionals while building a major talent pipeline for American Portfolios and its branches.
Reviews (1)
Gerri-Ann Friedman
Jun 06, 2018
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