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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Gifting Strategies for Today’s Environment

July 1, 2020 Minich MacGregor Wealth Management 0

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 25, 2022
- Medicare Planning Webinar
  12:00 pm - 1:00 pmMedicare Planning WebinarTime: 12:00 pm - 1:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
October 27, 2022
- Medicare Planning Webinar
  5:00 pm - 6:00 pmMedicare Planning WebinarTime: 5:00 pm - 6:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
November 24, 2022
- - Thanksgiving Day - Office Closed- Thanksgiving 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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