About Us
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.
Jerome M. Magri
Mr. Magri is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), and is a member of the Society of Financial Services Professionals, a national organization of insurance and financial planning professionals.
The CLU and ChFC designations are earned by completing an accredited regimen of study consisting of courses in business insurance, estate planning, taxation, financial planning, and investments, among other topics. The Society of Financial Services Professionals requires that members follow a strict code of professional ethics and maintain an ongoing program of professional education.
Mr. Magri holds a Bachelor of Science degree from the Virginia Polytechnic Institute and State University in Blacksburg, VA, and has done graduate work in business at the same institution. He has been a municipal bond specialist and senior financial consultant at a New York Stock Exchange firm. Mr. Magri has been president of Magri & Associates, Inc. since 1989.
The ViennaTysons Regional Chamber of Commerce awarded Mr. Magri the Business Person of the Year award in 2009 and the prestigious Chairman’s Award in 2004.
