Minich MacGregor Wealth Management - Saratoga Springs, New York

Minich MacGregor Wealth Management

Address: 21 Congress St Ste 203, Saratoga Springs, NY 12866.

Phone: 84994565.

Website: mmwealth.com.

This financial services company specializes in providing financial planning, consulting, and investment services to individuals and families.

Especialidades

Financial planner, Financial consultant, Investment service.

Otras características

Esta empresa tiene una entrada accesible para sillas de ruedas, un estacionamiento accesible para sillas de ruedas y un restroom accesible para sillas de ruedas.

Se recomienda hacer una cita antes de visitar.

Opiniones

Esta empresa ha recibido 7 reseñas en Google My Business.

La opinión general es de 4.3/5.

Los clientes han expresado su satisfacción con los servicios de la empresa, destacando su profesionalismo y dedicación.

Algunos clientes han comentado que se sienten agradecidos por haber encontrado a la empresa en el momento adecuado, ya que habría sido beneficioso conocerlos antes de la jubilación.

En general, la empresa se destaca por su compromiso con la atención al cliente y su capacidad para ofrecer soluciones financieras personalizadas.

Información recomendada

Para personas que buscan orientación financiera y consejo, Minich MacGregor Wealth Management es una excelente opción.

La empresa se encuentra ubicada en Saratoga Springs, NY, lo que la hace accesible para personas que buscan servicios financieros en la región.

Se recomienda contactar a la empresa para obtener más información y programar una cita.

👍 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