Siena Wealth Advisory Group - Ameriprise Financial Services, LLC - Melville, New York

{
"content": "

For individuals and families seeking comprehensive and personalized financial planning and investment services, Siena Wealth Advisory Group – Ameriprise Financial Services, LLC presents a robust and client-focused solution. Located at 200 Broadhollow Rd #302, Melville, NY 11747, United States, this dedicated team offers expert guidance to navigate the complexities of wealth management.

About Siena Wealth Advisory Group

Siena Wealth Advisory Group operates as a vital part of Ameriprise Financial Services, LLC, a nationally recognized leader in financial services. They specialize in tailoring strategies to meet the unique needs of each client, ranging from retirement planning and estate preservation to education funding and tax optimization. The group’s core philosophy centers around building long-term relationships based on trust, transparency, and a deep understanding of their clients’ financial goals. Their approach is not simply about managing assets; it’s about empowering clients to achieve their life aspirations.

Key Services Offered

• Financial Planning: Siena Wealth Advisory Group provides holistic financial planning services, encompassing retirement planning, investment planning, education planning, insurance planning, and estate planning. They conduct thorough assessments of a client’s current financial situation, risk tolerance, and future objectives.
• Investment Services: Utilizing the extensive resources of Ameriprise, the team offers a wide array of investment solutions, including individually managed portfolios, mutual funds, and separate accounts. They prioritize a disciplined and research-driven investment approach.
• Retirement Planning: A significant focus is placed on helping clients prepare for a secure and comfortable retirement. This includes projecting retirement income needs, developing savings strategies, and optimizing investment allocations.
• Estate Planning: Recognizing the importance of preserving wealth and ensuring a smooth transfer of assets, Siena Wealth Advisory Group assists clients in developing comprehensive estate plans.

Location and Accessibility

The Siena Wealth Advisory Group’s office is conveniently situated at 200 Broadhollow Rd #302, Melville, NY 11747. This location provides easy access for clients in the Long Island area. For those requiring assistance, the office is fully accessible, boasting:

• Wheelchair-Accessible Car Park: Ensuring convenient parking for clients with mobility limitations.
• Wheelchair-Accessible Seating: Providing comfortable seating options for all visitors.
• Wheelchair-Accessible Toilet: Catering to the needs of clients requiring accessibility.
• Restroom: A readily available restroom facility.

Furthermore, the team offers online appointments, providing flexibility and convenience for clients who prefer virtual consultations. On-site services are also available, allowing for face-to-face meetings and personalized attention.

Client Feedback and Reputation

Siena Wealth Advisory Group consistently receives positive feedback from its clients. Currently, the company maintains 19 reviews on Google My Business, with an average opinion of 4.8/5. These reviews consistently highlight the team’s professionalism, expertise, and commitment to client satisfaction. Clients frequently praise the team’s ability to listen to their concerns, understand their goals, and develop tailored solutions. Here’s a summary of recurring themes from the reviews:

• Personalized Service: Clients appreciate the team’s dedication to providing individualized attention and building strong relationships.
• Expert Advice: The team’s financial knowledge and investment expertise are consistently recognized.
• Clear Communication: Clients find the team’s explanations of complex financial concepts to be easy to understand.
• Trust and Integrity: A strong sense of trust and integrity is a common thread throughout the reviews.

The Website: ameripriseadvisors.com offers more detailed information about the team, their services, and their investment philosophy. Clients can also contact the office directly at 6317602294 to schedule an appointment or discuss their financial needs. They recommend appointments for a more thorough consultation.

Contact Information

Phone: 6317602294

Address: 200 Broadhollow Rd #302, Melville, NY 11747, United States

Website: ameripriseadvisors.com

Siena Wealth Advisory Group – Ameriprise Financial Services, LLC provides a comprehensive and reliable approach to financial management, combining local expertise with the resources of a national leader.

",
"summary": "Siena Wealth Advisory Group, part of Ameriprise Financial Services, offers personalized financial planning and investment services to clients in the Melville, NY area, consistently receiving high praise for its expertise and client-focused approach.",
"keywords": ["Financial Planning", "Investment Services", "Retirement Planning", "Wealth Management", "Ameriprise Financial"],
"word_count": 985,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Siena Wealth Advisory Group - Ameriprise Financial Services, LLC

Gregg B.

5/5

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!

Nancyjo S.

5/5

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!

Ryan O.

5/5

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.

Joseph M.

5/5

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!

christine M.

5/5

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.

Louis N.

5/5

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.

Nick L.

5/5

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.

Christian S.

5/5

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.