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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!
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 method
amex, cash, discover, master card, visa
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Details

Phone: (517) 627-1412

Address: 11973 Sweetwater Dr, Grand Ledge, MI 48837

Website: website

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