Insights

Our wealth advisory team can help optimize your financial life

As financial professionals, we often get asked by clients about our thoughts on websites and tools that might be useful for personal wealth management and financial planning. Here are several to check out and bookmark to your resource lists.

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Need a comprehensive roadmap for selecting and funding higher education?

Download our new College Planning Worksheet to get started today!

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On behalf of Magellan Financial, we thank you for taking the time out of your busy day to review our resources page. If you find these tools and websites helpful, please forward them on to others. If you have any questions or would like to be added to our email list to receive further resources directly, or would like help with your investments, we can be contacted at 484-240-5743, via email, or by subscribing via the side panel at right.

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For more information about the many types of clients we are proud to serve, contact our financial advisory team today!

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