Lola Miller's Colleagues at Minich MacGregor Wealth Management
Lola Miller's Contact Details
518-499-4565
Minich MacGregor Wealth Management
Lola Miller's Company Details
Minich MacGregor Wealth Management
Saratoga Springs, NY, US • 10 - 19 EmployeesInvestment 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.