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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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Investments

Questions

Questions You Were Afraid to Ask #6

December 1, 2022 Minich MacGregor Wealth Management 0

When it comes to investing, there’s a lot to know, a lot to consider, and a lot to choose from. And while choice is always a good thing, many investors often come to us with their heads spinning because they’re not sure where to start…

Mutual Funds Exchanged Traded Funds

Questions You Were Afraid to Ask #5

November 3, 2022 Minich MacGregor Wealth Management 0

Regardless which categories you choose to invest in, there are many types of funds within those categories.  This month let’s look at three of those types.

Questions You Were Afraid to Ask #4

October 6, 2022 Minich MacGregor Wealth Management 0

How do you know which funds to choose?  And what’s the difference between them, anyway?    

River water flows through valleys

Investing Like Water

October 4, 2022 Minich MacGregor Wealth Management 0

We are always on the lookout for opportunities to invest your money where it will do the most good.  Like water, we try to follow the path of least resistance, adapting our approach to the lay of the land.

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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

  • February 7, 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/
  • February 9, 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/
  • February 20, 2023
    • - Washington's Birthday - Office Closed- Washington's Birthday - Office ClosedMarket Closed
  • March 23, 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/

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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