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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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HomeNewsMinich MacGregor MissiveMaking Good Financial Decisions

Making Good Financial Decisions

February 27, 2019 Minich MacGregor Wealth Management Minich MacGregor Missive, News Comments Off on Making Good Financial Decisions
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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

  • March 28, 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/
  • April 7, 2023
    • - Good Friday - Office Closed- Good Friday - Office ClosedMarket Closed
  • April 18, 2023
    • Tax Planning Webinar
      2:00 pm - 3:00 pm      Tax 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/
  • April 20, 2023
    • 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/

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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