Minich MacGregor Wealth Management is a premier investment management firm dedicated to actively managing retirement funds for both individuals and businesses. With a strong focus on financial planning and investment management, Minich MacGregor Wealth Management strives to maximize growth during market upturns and safeguard assets during downturns. Located at 21 Congress St, Saratoga Springs, New York 12866, US, the company offers a diversified range of financial solutions to meet each client's unique needs.
Minich MacGregor Wealth Management provides a comprehensive suite of services, including retirement planning, investment advice, and tax minimization strategies. They specialize in areas such as Social Security maximization, IRA and Roth IRA management, 401k rollover, and Medicare guidance. Minich MacGregor Wealth Management is committed to delivering personalized investment advice and conducting educational workshops to empower clients to make informed financial decisions.
Minich MacGregor Wealth Management is dedicated to providing exceptional financial services and helping clients achieve their long-term financial goals. We invite the manager of Minich MacGregor Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.
Compare Minich MacGregor Wealth Management with 3 companies in Investment-Management
| Comparison Field |
Minich MacGregor Wealth M...Main Company |
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Chilvester FinancialView Profile |
|---|---|---|---|---|
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Founded Year
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— | 2017 | 1999 | |
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Company Size
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— | 11-50 | 2-10 | 11-50 |
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City
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Saratoga Springs, New York | Auburn, Maine | Worcester, MA | Chippenham, Wiltshire |
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Country
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United States | United States | United Kingdom | |
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Skills & Keywords
Comparing with main company
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21 Total Skills
Investment Management
Financial Planning
Retirement Planning
Portfolio Management
IRA Management
401k Rollover
Tax Minimization
SIMPLE IRA
Social Security
Social Security Maximization
IRA
Roth Conversions
Roth IRA
IRA Rollover
401(k) Advice
Medicare
Educational Workshops
CFP
401k Plans
Investment Advice
Tax Minimization Strategy
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13 Total
13 Unique
Unique Skills:
Annuities
Asset Protection
Estate Conservation
Healthcare Planning
Index Universal Life Insurance
IRA Rollovers
+7
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3 Total
3 Unique
Unique Skills:
Deccumulation of Assets
Distribution Phase of Life
Retirement Analysis
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3 Total
3 Unique
Unique Skills:
Equity Release
Independent Financial Advice
Later Life Finance
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