We work closely with our clients at every step of the financial planning process. From preliminary evaluation to ongoing customer service, we make sure that 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. Our independence allows your interests to always come first.