Michael S. Schwartz Celebrated With Forbes' Top Financial Security Professional Award For Third Year

Magnus Financial Group LLC, a distinguished registered investment advisory (RIA) firm based in New York City, has once again made headlines as its CEO & President, Michael S. Schwartz, CFP®, AEP®, secures a spot on the prestigious Forbes/SHOOK® Top Financial Security Professionals list for 2023. This marks the third consecutive year Schwartz has earned this esteemed recognition, underscoring his consistent excellence in blending risk management with wealth management. "I’m honored to be named to the Top Financial Security Professional list for the third consecutive year," Schwartz commented, expressing gratitude for the recognition of his holistic approach to wealth management.

This latest accolade adds to Schwartz's impressive collection of industry recognitions, including his presence on the Forbes/SHOOK® Best-In-State Wealth Advisors list for five consecutive years up to 2023, and previous rankings as a Forbes/SHOOK® Top Financial Security Professional in 2022 and 2021. Additionally, Schwartz was featured on WealthManagement.com's Thrive List of Fastest-Growing Advisors in 2019 and made it to the Financial Times' FT Top 400 Financial Advisor List in 2017.

In determining the rankings for the Top Financial Security Professionals, SHOOK Research meticulously evaluated over 1,000 insurance specialists across various states who collectively manage client policies worth over $1 trillion. The selection process initiated by SHOOK Research involved a comprehensive search across the financial services industry, including life insurance companies, banks, brokerages, agencies, custodians among others, seeking nominations of professionals who not only met predetermined minimum thresholds but also maintained acceptable compliance records. A Financial Security Professional (FSP) is defined as an advisor properly licensed to sell life insurance and annuities, with many holding additional credentials and licenses to offer investments and securities products.

About Magnus Financial Group LLC:

Established in 2017, Magnus Financial Group LLC is an SEC-registered independent investment advisory firm that prides itself on offering customized wealth management and financial planning services tailored to meet the needs of clients at various life stages. As an independent RIA, Magnus is committed to delivering high-quality service through a personalized client approach. The firm boasts a dedicated team of wealth advisors and personnel supporting various departments such as investment and insurance operations, research and trading, and compliance.

For individuals seeking more information about Magnus Financial Group and its array of services, a visit to their website at http://www.magnusfinancial.com is highly recommended. Media inquiries can be directed to Rachita Sharma of Blue Ocean at 917-720-3036.

The consistent recognition of Michael S. Schwartz by reputable platforms like Forbes/SHOOK® not only highlights his exceptional skill in navigating the complex landscape of financial security but also reinforces Magnus Financial Group's standing as a leading advisory firm dedicated to upholding the highest standards of wealth management and client service.