Meet Your Team
over 100 years of collective financial services experience
James Minich and Jason MacGregor have worked hard to assemble a team of specialists with over 100 years of collective financial services experience to help you achieve your financial and retirement goals.
Financial Advisors & Support Staff
ABOUT US
Origin Story
Get a candid account of Minich MacGregor’s inception and growth, as recounted by Jason MacGregor. Get a firsthand look into the path that has shaped our present-day achievements. This is the narrative of determination, insight, and steadfast commitment that has brought us to where we are today.
OUR LATEST BLOG POSTS
Pre-Retirement Spring Cleaning Checklist
April 4, 2024
When many people do their actual spring cleaning, they make a checklist. What supplies they’ll ...
Your Q2 Financial Checklist
March 28, 2024
Did you know that trees have checklists? Okay, so maybe they’re not written checklists attached ...
Last Minute Reminders for Tax Planning
February 28, 2024
This year’s tax deadline is April 15th. Here are our tips for you to prepare ...
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Are you ready for retirement?
Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report covering some of the most common retirement-related questions and our answers.