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Siena Wealth Advisors

  1. Eaton County
  2. Eaton County Finance

Reviews, get directions and information for Siena Wealth Advisors

Siena Wealth Advisors

About

A fee-only, fiduciary investment firm headquartered in Michigan.

Story

Institutional investing for high-net worth individuals, businesses and nonprofits.



"At Siena Wealth Advisory Group, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Melville, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience."
Address: 11973 Sweetwater Dr, Grand Ledge, MI 48837, USA
Phone: (517) 627-1412
moc.rotsevnianeis@ofni
State: Michigan
County: Eaton County
Zip Code: 48837


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Reviews
I have been working directly with Brian White and his staff for many years. If you or anyone you know is looking for a Financial Advisory Team, Sienna Wealth Advisory Group is the Way to GO. Do not leave your "Financial Fitness' up to chance. Make the choice and contact Brian White. It will be the Best Financial decision you ever make! Thank you for continuing to protect my family and reminding me of the importance of partnering with someone you can TRUST. I've always known that you can accomplish more with a Team than you can on your own. Thank you to the Team at Sienna Wealth for helping my family turn our Financial DREAMS into Reality!
Have you ever said to yourself who can I trust with my retirement and my future? Well Sienna Wealth Management Group was the answer for me and should be for you! Brian White and his colleagues are by far the best in the business! Brian helped me invest wisely when I went out on early disability. He is extremely knowledgeable and always available to answer questions or provide a consultation. Go see Brian and his team you won’t be disappointed!
My wife and I signed up with the group about four years before I wanted to retire. Best thing I ever did! As I finished up my last years at work SWAG was taking care of me financially so my transition to retirement was seamless. I would recommend Siena Wealth Advisory Group to anyone, don’t wait as long as I did, the sooner the better!
The team at Siena Wealth Advisory Group is second to none when it comes looking after my investments and making them grow. My financial planner, Matt Mandell, has taken the time to listen and help plan for my retirement. "SWAG's" attention to detail and professionalism made my transition seamless. My kids are now investing with Matt and the SWAG team. You should do the same.
I would recommend Sienna Wealth as they are the most comprehensive detail oriented organization to have the ability to meet all of your financial needs. It has truly been a pleasure working with Matt Mandell and his team as they continually provide a secure atmosphere where I am able to feel comfortable with my choices due to their expert professional advice.
I have been working with the group for 15 years now. His team is the only advisor I would trust with my hard earned money. I trust the team completely and have all of my immediate family member's wealth with Siena. If you are searching for a valued relationship based on trust, respect, professionalism, and sound advice, you search is over with Siena.
As an investor who has been dissatisfied with several advisors, Siena Wealth Advisory Group’s customer focused approach and attention to detail has been a breath of fresh air. They take the time to understand my goals and are always available for questions or guidance. They are highly recommended for the sophisticated investor looking for a better and more intelligent advisory experience.
Brian White and the whole team are incredibly knowledgeable and helpful in working to guide our finances. I would highly recommend them to anyone looking for a trustworthy and professional financial advisor. These guys are top notch!
My husband and I are very pleased with the level of professionalism and management of our finances with Siena Wealth, specifically with Matt Mandell. He’s prompt in answering all our questions and in giving us the best advice that fits our long and short term goals for our family.
Matthew provided my family and I expert guidance in many aspects of financial planning from life insurance to managing my 401k. His personalized, caring approach is what sets his service apart from any other financial advisor. We have recommended him to numerous friends and family members, and they all have received the same level of high-quality, effective wealth management.
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