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

  • Home
  • How We Can Help
    • Financial Planning
    • Portfolio Management
    • Advice for 401k Participants
    • 401k & 403b Plans
    • 35 Ways We Help You Work Toward Your Goal
  • Our Team
  • Media
    • The Wealth Cast
    • Educational Events
      • Retirement Seminar
      • Medicare Webinar
      • Retirement Distribution Strategies Webinar
      • Social Security Webinar
      • Tax Planning Webinar
    • On-Demand Webinars
  • Resources
    • Create a Retirement Plan
    • Free Portfolio Risk Analysis
    • Retirement Calculator – How much will I have?
    • Cybersecurity
  • Client Login
    • Black Diamond Reporting
    • Schwab Alliance
    • Financial Plan – emoney login
  • Contact Us
  • Career Opportunities

Our Team

Like this? Share it.
Share on Facebook
Facebook
Share on LinkedIn
Linkedin
Email this to someone
email

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

Legal

Disclosures

Privacy Policy

Form CRS

  • Like us
  • Follow us
Make the right moves to ensure that you go into retirement in the right tax bracket.
Take advantage of the opportunities that come your way when the ride gets rough.

Copyright © 2022 | WordPress Theme by TodayTrader