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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Four Critical Estate Planning Documents

September 7, 2021 Minich MacGregor Wealth Management Uncategorized 0

Infographic-APPROVED-MAT-08.30.21-4-Critical-Estate-Planning-Docs

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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

  • December 13, 2022
    • Tax Planning Webinar
      12:00 pm - 1:00 pm      Tax Planning WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/
  • December 15, 2022
    • Tax Planning Webinar
      5:00 pm - 6:00 pm      Tax Planning WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/
  • December 26, 2022
    • - Christmas (observed) - Office Closed- Christmas (observed) - 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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