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Reviews, get directions and contact details for MinichMacGregor Wealth Management

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Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.



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"We help individuals and business owners with financial planning, investment management and retirement account distribution strategies."
Address: 21 Congress St Ste 203, Saratoga Springs, NY 12866, USA
Phone: (518) 499-4565
moc.htlaewmm@ofni
State: New York
Zip Code: 12866


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Reviews
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!
Truly a professional, knowledgeable and trusting team. Appreciate them handling my hard earned money!
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
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.
Professional, knowledgeable and an awesome team!! Always feel in good hands, so important.
Interesting place. Still deciding whether to go w them.
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