CTOs on the Move

Magellan Financial & Insurance Services, Inc.

www.magellanfinancial.com

 
Founded and grown by producers, Magellan Financial & Insurance Services, Inc. is committed to providing agents and advisors with the tools, resources, and support they need to grow and excel in the industry. As an independent field marketing organization (FMO), were interconnected with the carriers, distributors and companies that matter most in helping you succeed. Were small enough that we can evolve with producer needs but mature enough to know what works and what doesnt. Contact us today for more information on how to get contracted.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

EDGEBROOK BANK

EDGEBROOK BANK is a Chicago, IL-based company in the Financial Services sector.

Essex Savings Bank

Essex Savings Bank is a Essex, CT-based company in the Financial Services sector.

Fairwinds Credit Union

FAIRWINDS is banking that`s in your best interest. Every recommendation, rate, account and service is designed for your benefit and not our bottom line. It`s called Member Advocacy and it`s all for you. With that kind of commitment to your satisfaction, it`s hard to see why everyone doesn`t do their banking with us.

Allworth Financial

Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.

Citizens Alliance Bank

Citizens Alliance Bank is a Clara City, MN-based company in the Financial Services sector.