Minich MacGregor Wealth Management
Categories
Financial Services
- 21 Congress St. Ste. 203 Saratoga Springs NY 12866
- (518) 499-4565
- (866) 998-7331
- (518) 430-0090
- Send Email
- Wealth Management/Financial Planning
Hours:
Monday through Friday
8:30 am - 5:00 pm
Driving Directions:
Across From Congress Park, upstairs from the FedEx Store
About Us
We actively manage retirement money for individuals and businesses. We provide financial planning and investment management, working hard to grow your money when the markets are going up and equally as hard to protect from losses when the markets are going down.
After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded their own independent Registered Investment Advisory firm – Minich MacGregor Wealth Management. They recognized that being independent provided them with an opportunity to offer a more diversified range of financial solutions to their clients.
Family business
MMWM was founded in 2009
Fee based investment advisors