J.M. Franklin & Company. LLC

The Magis Group is a full-service boutique advisory firm and multi-family office based in Greenburgh, Town of, NY. Specializing in working with entrepreneurs and business owners, they assist in launching, growing, and transitioning businesses in alignment with their clients' core values. With a focus on simplifying clients' financial lives, The Magis Group takes a leadership role in managing all professional advisors to ensure cohesive advice and implementation. Partnering with Charles Schwab Institutional and Fortis Lux, they offer comprehensive financial planning services and personalized wealth management solutions to clients nationwide.Generated from the website

As a fiduciary, I provide experienced, objective and independent advice, putting your needs and best interests first. I assist my clients with all of their financial planning, investment and insurance needs. Whether it's cash flow management, preparing for retirement, developing a strategy to replace income in retirement, ensuring the transfer of wealth to loved ones or planning for potential long term care costs, I help bring all of these pieces together into a comprehensive financial plan.

CATIC Title Insurance Company, established in 1966 as a Bar-Related title insurance underwriter in the New England states, is a member of the American Land Title Association, New Jersey Land Title Association, New York State Land Title Association, and Pennsylvania Land Title Association. Operating under CATIC Financial Inc., they are licensed to issue title insurance policies in New Jersey, New York, and Pennsylvania, with reinsurance treaties allowing for policies up to $30,000,000. As a mutual company, CATIC Title Insurance Company prioritizes the needs of their clients, policyholders, and the real estate community over shareholders or Wall Street. With a focus on enhancing the real estate transaction process, they provide high-quality professional services to title insurance agents, attorneys, lenders, borrowers, and homebuyers, ensuring a seamless experience in the real estate industry.Generated from the website