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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Archives: FAQ

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How does Minich MacGregor’s 401K Advisory help me?

March 1, 2012 mmwealth 0

While our recommendations are based on professional money management tools and research, more importantly, they’re customized to your individual needs and goals. Our review of […]

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What is your approach to fund management?

March 1, 2012 mmwealth 0

Minich MacGregor uses a “relative strength” approach to money management. Relative strength analysis is particularly useful for comparing the strength of different markets and investment […]

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Can you help with retirement accounts other than 401K?

March 1, 2012 mmwealth 0

Yes, we can work with any deferred retirement plan including 401(k), 403(b), 457, IRA, SEP, SIMPLE, TIAA CREF or Federal Thrift Savings Plans.

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Is there a minimum or maximum account size?

March 1, 2012 mmwealth 0

The minimum size account that we will advise is $35,000. There is no maximum.

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Upcoming Events

  • July 26, 2022
    • Retirement Distribution Strategies Webinar
      12:00 pm - 1:00 pm
      Retirement Distribution Strategies WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • July 28, 2022
    • Retirement Distribution Strategies Webinar
      5:00 pm - 6:00 pm
      Retirement Distribution Strategies WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • September 5, 2022
    • - Labor Day - Office Closed- Labor Day - 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

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