Jason MacGregor

Owner at Minich MacGregor Wealth Management - Saratoga Springs, NY, US

Jason MacGregor's Contact Details
HQ
518-499-4565
Location
Saratoga Springs, New York, United States
Company
Minich MacGregor Wealth Management
Jason MacGregor's Company Details
Minich MacGregor Wealth Management logo, Minich MacGregor Wealth Management contact details

Minich MacGregor Wealth Management

Saratoga Springs, NY, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

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 PlannersDisclosures: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.

Portfolio Management 401(k) Advice Retirement Planning Educational Workshops 401k Plans IRA Roth IRA Investment Advice Investment Management IRA Rollover 401k Rollover SIMPLE IRA Financial Planning Social Security Maximization Tax Minimization Strategy Medicare Social Security Roth Conversions CFP Investment Bank/Securities Brokerage Management Investment Open-ended
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Jason MacGregor currently works for Minich MacGregor Wealth Management.
Jason MacGregor's role at Minich MacGregor Wealth Management is Owner.
Jason MacGregor's email address is ***@mmwealth.com. To view Jason MacGregor's full email address, please signup to ConnectPlex.
Jason MacGregor works in the Investment Bank/Securities Brokerage industry.
Jason MacGregor's colleagues at Minich MacGregor Wealth Management are Mark Landau, Mary Ellen Peek, Mark Landau, Michele Tellstone, Cory Laird, Mary Peek and others.
Jason MacGregor's phone number is 518-499-4565
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