Preserving and growing your financial wealth requires sound counsel and expertise in a number of areas. Magbitang Financial offers you and your family a broad range of services. Nautilus Group professionals are an elite team of professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. Eagle Strategies LLC is a wealth management firm centered on our client's individual needs and a holistic planning approach.
We help dentists, physicians, owners of closely-held family businesses and retirees determine what it is they are trying to accomplish from both a business and personal planning perspective, and then help ensure our clients achieve it. We believe reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstance and grows with you.
As your business develops, your family grows, or retirement nears, we will be available to help you adjust and adapt your plan to the inevitable changes, and work with you to prepare for all the challenges and rewards the future presents.
We help dentists, physicians, owners of closely-held family businesses and retirees determine what it is they are trying to accomplish from both a business and personal planning perspective, and then help ensure our clients achieve it. We believe reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstance and grows with you.
As your business develops, your family grows, or retirement nears, we will be available to help you adjust and adapt your plan to the inevitable changes, and work with you to prepare for all the challenges and rewards the future presents.
Services
Emma is committed to providing physicians, dentists, business owners and individuals with life insurance and financial products that meet their protection and cash accumulation needs.
By keeping up with current trends and offering outstanding service, Emma has earned a reputation for integrity and for showing true concern for her clients.
Emma was born and raised in the Philippines.
She is a graduate of De La Salle University in Manila, with a degree of Bachelor of Science in Commerce, major in Marketing Management.
By keeping up with current trends and offering outstanding service, Emma has earned a reputation for integrity and for showing true concern for her clients.
Emma was born and raised in the Philippines.
She is a graduate of De La Salle University in Manila, with a degree of Bachelor of Science in Commerce, major in Marketing Management.
Certainly, high net worth individuals face many complex questions about how to optimize their financial wealth and ensure the security of their families' futures.
Through Joel Magbitang's affiliation with The Nautilus Group, we have access to an unmatched base of knowledge and experience.
Together, we can work with you one-on-one to answer your questions and tailor solutions to fit your needs.
Preserving and growing your financial wealth requires sound counsel and expertise in a number of areas, and Magbitang Financial can offer you and your family a broad range of services.
Through Joel Magbitang's affiliation with The Nautilus Group, we have access to an unmatched base of knowledge and experience.
Together, we can work with you one-on-one to answer your questions and tailor solutions to fit your needs.
Preserving and growing your financial wealth requires sound counsel and expertise in a number of areas, and Magbitang Financial can offer you and your family a broad range of services.
Collaborating with Joel Magbitang, CFP, a Financial Advisor affiliated with Eagle Strategies, a registered investment adviser and a wholly-owned subsidiary of New York Life, who is also a Registered Representative of NYLIFE Securities LLC and an agent of the New York Life Insurance Company, provides you with access to the full breadth and depth of products and services offered by these organizations.
As you transition to a new job or prepare to retire, you will need to determine what to do with your retirement savings.
As you transition to a new job or prepare to retire, you will need to determine what to do with your retirement savings.
We provide recommendations for people like you, dentists dedicated to caring for others and providing for their families, but with little time to take care of their own financial health.
Magbitang Financial works with dentists in all stages of their careers, from those looking to start their first practice, to the well established dentist wanting to maximize benefits to themselves and key employees.
We provide you with information on various strategies to build, protect and preserve the wealth that comes with running a successful business.
Magbitang Financial works with dentists in all stages of their careers, from those looking to start their first practice, to the well established dentist wanting to maximize benefits to themselves and key employees.
We provide you with information on various strategies to build, protect and preserve the wealth that comes with running a successful business.
Luz is the Office Manager at the Magbitang Financial Group and Insurance Solutions.
She attended the College of the Holy Spirit in the Philippines majoring in Bachelor of Science in Marketing.
Luz has been with the firm for nearly two decades, managing company operations, doing the scheduling and customer service, and processing applications.
She is married to Jonathan and they have a beautiful daughter named Zoe.
Charisma Llanes is the Office Administrative Assistant.
She compiles information from the different facets of our company to produce your comprehensive presentations.
She attended the College of the Holy Spirit in the Philippines majoring in Bachelor of Science in Marketing.
Luz has been with the firm for nearly two decades, managing company operations, doing the scheduling and customer service, and processing applications.
She is married to Jonathan and they have a beautiful daughter named Zoe.
Charisma Llanes is the Office Administrative Assistant.
She compiles information from the different facets of our company to produce your comprehensive presentations.
Reviews
Be the first to review Magbitang Financial Group.
Write a Review
