Siena Wealth Advisory Group - Ameriprise Financial Services, LLC
200 Broadhollow Road, Melville, NY 11747
About the Business
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Siena Wealth Advisory Group, located in Melville, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team prioritizes helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that we adjust strategies as life changes. Clients can securely access their accounts and track progress towards their goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our advisors are registered in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck for details. We are committed to providing top-notch financial services and appreciate the opportunity to help your friends and family members as well. Contact us today to discuss your financial priorities.
Photos
Location & Phone number
200 Broadhollow Rd #302, Melville, NY 11747, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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!"
"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!"
"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."
"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."
"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!"
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