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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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

June 19, 2023
- - Juneteenth - Office Closed- Juneteenth - Office ClosedMarket Holiday
June 20, 2023
- Social Security Webinar
  2:00 pm - 3:00 pmSocial Security WebinarTime: 2:00 pm - 3:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/
June 21, 2023
- 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/
June 22, 2023
- Social Security Webinar
  5:00 pm - 6:00 pmSocial Security WebinarTime: 5:00 pm - 6:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/

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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