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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Jim July 2014 Article Chart 1

Jim July 2014 Article Chart 1 — Click to enlarge

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 pmMedicare 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 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/
October 24, 2023
- Medicare Planning Webinar
  2:00 pm - 3:00 pmMedicare 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 pmRetirement 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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