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
4 Common Tax Mistakes
February 5, 2024
Four common tax mistakes to avoid when filing your taxes every year ...
Your Q1 Financial Checklist
January 24, 2024
As financial advisors, we are big believers in checklists. They help us stay organized, keep ...
2023: The Year in Review
January 3, 2024
Every January, it’s customary to look back on the year that was. What were the ...
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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.