Minich MacGregor Wealth Management

Minich MacGregor Wealth Management

Investment-Management

Saratoga Springs, Ne...
United States
Industry Category
Investment-Management
Company Description

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.

Key Personnel / Employees
Jason MacGregor Mary Ellen Peek Hayden LaBelle AIF® Brenton Smith CFP®

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Founded Year
2017 1999
Company Size
11-50 2-10 11-50
City
Saratoga Springs, New York Auburn, Maine Worcester, MA Chippenham, Wiltshire
Country
United States United States United Kingdom
Skills & Keywords Comparing with main company
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
13 Total 13 Unique
Unique Skills:
Annuities Asset Protection Estate Conservation Healthcare Planning Index Universal Life Insurance IRA Rollovers +7
3 Total 3 Unique
Unique Skills:
Deccumulation of Assets Distribution Phase of Life Retirement Analysis
3 Total 3 Unique
Unique Skills:
Equity Release Independent Financial Advice Later Life Finance
4
Total Companies
1999
Oldest Founded
2
Countries
40
Unique Skills

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Alternative Company Names

This company is also known as

Minich MacGregor Wealth Management 米尼奇麦格雷戈财富管理 मिनिच मैकग्रेगर वेल्थ मैनेजमेंट مينيتش ماكجريجور لإدارة الثروات Минич МакГрегор Управление Благосостоянием Minich MacGregor Gestão de Patrimônio