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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 | Spring Green, WI | 518-499-4565 | 866-998-7331

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Home2019April

Month: April 2019

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Trending Now – April Market Recap

April 25, 2019 Minich MacGregor Wealth Management Comments Off on Trending Now – April Market Recap

“We are now in a bear market – here’s what that means.”– CNBC headline on December 24, 20181 “The stock market rally to start 2019 is one for the history books.”– CNBC headline on February 22, […]

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What Clients are Saying

“Thank you so much for the very thoughtful retirement gift! That was very sweet of you! 🙂

I’m sure it will take a while for the concept to sink in, that there is no more daily “work routine”. We look forward to this change in lifestyle. And we credit your wisdom and guidance in helping us achieve our goals!” – Jim & Amy

Upcoming Events

  • October 4, 2023
    • Medicare Planning Webinar
      2:00 pm - 3:00 pm
      Medicare Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • October 5, 2023
    • Medicare Planning Webinar
      5:00 pm - 6:00 pm
      Medicare Planning WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • October 24, 2023
    • Medicare Planning Webinar
      2:00 pm - 3:00 pm
      Medicare Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
    • Retirement Planning Seminar
      6:15 pm - 7:45 pm
      Retirement Planning SeminarTime: 6:15 pm - 7:45 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/

Minich MacGregor Wealth Management

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

10 F Street | St. Augustine, FL | 32080

125 West Madison Street | Spring Green, WI | 53588

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

Email: yourteam@mmwealth.com

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