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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 | 518-499-4565 | 866-998-7331

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Month: November 2022

Cornucopia

Thanksgiving is More Than a Day

November 24, 2022 Minich MacGregor Wealth Management 0

This year, as you enjoy a fine meal with family or friends, we hope you have a wonderful holiday. Hug your family; value your friends; enjoy fine food; and cheer on your favorite team.

Andrew Pallas Image

Our Newest Asset – Andrew Pallas

November 17, 2022 Minich MacGregor Wealth Management 0

To keep up with our growth and success, we decided it was time to add more talent to our team.  We are excited to introduce our newest team member, Andrew Pallas.  He joined our firm on October 31, 2022.

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What it Means to Be a Veteran

November 11, 2022 Minich MacGregor Wealth Management 0

There are no words we can say, no gift we can give, that could ever repay our personal debt to those who served.  But with every word of kindness, every act of service, and every expression of gratitude, we can at least make up that debt a little.

Are your beneficiaries up to date?

November 7, 2022 Minich MacGregor Wealth Management 0

Updating beneficiaries isn’t the fun part of financial planning, but it’s critical to making sure your loved ones are protected and your money goes where you want.

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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

  • February 7, 2023
    • 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/
  • February 9, 2023
    • 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/
  • February 20, 2023
    • - Washington's Birthday - Office Closed- Washington's Birthday - Office ClosedMarket Closed
  • March 23, 2023
    • 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

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

Email: yourteam@mmwealth.com

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