• your goals and requirements are unique...

    • We work closely with our clients at every step of the financial planning process. From preliminary evaluation to ongoing customer service, our goal is to make sure your plans run smoothly and successfully.

    Let our experience work for you

    Magri & Associates, Inc. is an independent financial planning firm specializing in employee benefit plans, retirement programs, salary and deferred compensation plans for businesses.

    Individual financial services are also available, including estate and retirement planning, life and disability insurance, long term care planning, and investments.

    We are completely independent of any insurance or investment company. This independence is your guarantee that your interests will always come first.

    © 2010 Magri & Associates, Inc. All Rights Reserved.

    Mutual funds, stocks, bonds and other securities are offered solely through Investors Security Company, Inc., Member FINRA and SIPC, 127 E. Washington Street Ste 101, Suffolk, VA 23434; (757) 539-2396. Jerome M. Magri is a Registered Representative with Investors Security Company Inc. and is licensed in the States of Virginia, Maryland, West Virginia and The District of Columbia. Neither Jerome M. Magri, Magri & Associates, Inc. nor Investors Security Company, Inc. provides legal or tax advice. You should contact a qualified attorney or accountant for advice in these areas.

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