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Details

General Info

Buckingham Strategic Wealth, previously Siena Investments, is a fee-only financial advisor in Grand Ledge, MI. Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-driven, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with our national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients' financial lives. As fiduciaries, we receive no commissions, referral fees, or expense reimbursements as a result of our recommendations. Call our fee-only Grand Ledge financial planners!

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 517-627-1412

Address:
11973 Sweetwater Dr Grand Ledge, MI 48837

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Categories
Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Tax Return Preparation
Services / Products
asset management business owner financial planning comprehensive wealth management, estate and trust planning financial planning investment planning net worth development retirement planning tax planning
Payment Options
amex, cash, discover, master card, visa
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.