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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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 12, 2023
- Tax Planning Webinar
  2:00 pm - 3:00 pmTax Planning WebinarTime: 2:00 pm - 3:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/tax-planning-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/
December 14, 2023
- Tax Planning Webinar
  5:00 pm - 6:00 pmTax 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 25, 2023
- Christmas Day - Office ClosedChristmas Day - Office ClosedMarket Closed

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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