Minich MacGregor Wealth Management - Saratoga Springs, New York

Minich MacGregor Wealth Management

Minich MacGregor Wealth Management is a financial planning and investment services firm located at 21 Congress St Ste 203, Saratoga Springs, NY 12866. They have been providing expert guidance to their clients since their establishment. With a phone number of 84994565, and their website at mmwealth.com, they are easily accessible and ready to assist you with your financial needs.

About Minich MacGregor Wealth Management

• Specialties: Financial planner, Financial consultant, Investment service
• Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

This company has received 7 reviews on Google My Business, with an average rating of 4.3/5. Clients have praised the firm for its great choice if you're seeking financial guidance and advice, as well as for their excellent service over the past five years. The only wish expressed by some clients is that they had met with Minich MacGregor Wealth Management earlier in their lives.

Key Features and Services

1. Comprehensive financial planning
2. Investment management and portfolio construction
3. Tax planning and strategies
4. Retirement planning and analysis
5. Estate planning and wealth transfer strategies

Minich MacGregor Wealth Management is committed to providing personalized service and tailored solutions to meet each client's unique financial goals and needs. Their team of experienced professionals works closely with clients to develop and implement comprehensive financial plans that address their current situation and future aspirations.

Accessibility and Convenience

The firm's wheelchair-accessible entrance, parking lot, and restroom make it easy for all clients to access their services. Additionally, appointments are recommended, ensuring that clients receive the undivided attention they deserve.

Why Choose Minich MacGregor Wealth Management

With their commitment to personalized service, extensive experience in financial planning and investment management, and a strong focus on helping clients achieve their long-term financial goals, Minich MacGregor Wealth Management is an excellent choice for those seeking expert guidance in managing their finances.

👍 Reviews of Minich MacGregor Wealth Management

Lisa V.

5/5

This is a great choice if you’re seeking financial guidance and advice. Very glad we found them; they have done a great job for us so far in our five year relationship. I only wish we had met with them in our 50s, rather than just before our retirement. Better later than never!

Isabelle I.

5/5

MMWM is a great team of investment advisors which I have recently been a new client of. I feel very confident that they will invest my funds with Charles Schwab to accomplish for me the utmost positive returns, and will advise me with the financial investment options in my best interest. I truly appreciate their candid and personal approach from each team member. Jason, you get *****Five Stars***** !!
Isabelle Ireland

Abby N.

1/5

I will NEVER do business with any financial firm that sends out solitation invitations with POSTAGE DUE in a plain white envelope. Beyond the fact that it came with postage due, it was for an event on 10/24 or 10/25/2023 and was delivered by US Postal service on 11/10/23. Poor business practice all the way around.

Kathryn S.

5/5

Truly a professional, knowledgeable and trusting team. Appreciate them handling my hard earned money!

Kathryn S.

5/5

Professional, knowledgeable and an awesome team!!
Always feel in good hands, so important.

Mike A.

4/5

Interesting place. Still deciding whether to go w them.

karen R.

5/5