Minich MacGregor Wealth Management
Investment Management
Saratoga Springs, New York, United States
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Minich MacGregor Wealth Management Overview
- Headquarters
- Saratoga Springs, New York, United States
- Phone Number
- Available in AeroLeads
- Website
- mmwealth.com
- Industry
- Investment Management
- Employees
- 9
- Founded
- 2009
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Minich MacGregor Wealth Management
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. * More than 50 years in the financial / investment industry * Family business * MMWM was founded in 2009 * Fee based investment advisors * Certified Financial Planners Disclosures: 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. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.
Minich MacGregor Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Minich MacGregor Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Hayden Labelle, Aif® | Director of Trading at Minich Macgregor | Saratoga Springs, New York, United States |
View
|
| Michele Tellstone | Chief Compliance Officer & Project | Albany, New York Metropolitan Area, United States |
Email
|
| Jason Macgregor | Owner at Minich Macgregor Wealth | Saratoga Springs, New York, United States |
Email
Phone
|
| Mary Ellen Peek | Systems Manager | Saratoga Springs, New York, United States |
View
|
Employees by Management Level
Executive
2 profiles
Director
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
Minich MacGregor Wealth Management Tech Stack
Cloud / infrastructure
1 profile
Compare Similar Companies to Minich MacGregor Wealth Management
Prime Group Holdings, LLC
Real Estate
Prime Holdings
Investment Management
Commercial Capital Training Group
Professional Training And Coaching
IRE Investment
Real Estate
Curran Wealth Management
Investment Management
Provision Wealth Management
Financial Services
Family CFO, LLC
Business Consulting And Services
IRE Group
Insurance Agencies And Brokerages
Long Planning
Financial Services
Sanford Family Financial of Wachovia Securities
Financial Services