Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331

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Month: October 2013

Jason Macgregor portfolio manager, financial advisor

Business owner 401(k) check-up time

October 28, 2013 mmwealth 0

End-of-year is always a busy time for business owners. While there are lots of items, initiatives and, no doubt, people competing for your time and […]

Jason Macgregor portfolio manager, financial advisor

In Times of Uncertainty It Pays to Be Certain

October 16, 2013 mmwealth 0

Autumn is once again upon us and everything is feeling right and comfortable. The kids are back in school, we’re slipping back into old routines, […]

Jason Macgregor portfolio manager, financial advisor

A friend in need is a … scammer?

October 9, 2013 mmwealth 0

A few weeks ago, I received an email from a client requesting that I wire money to a Western Union office in London. The brief […]

Upcoming Events

  • July 26, 2022
    • Retirement Distribution Strategies Webinar
      12:00 pm - 1:00 pm
      Retirement Distribution Strategies WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • July 28, 2022
    • Retirement Distribution Strategies Webinar
      5:00 pm - 6:00 pm
      Retirement Distribution Strategies WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • September 5, 2022
    • - Labor Day - Office Closed- Labor Day - Office ClosedMarket Closed

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

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