Buckingham Strategic Wealth
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11973 Sweetwater Dr
Grand Ledge, Michigan 48837 - (517) 627-1412
- Website
Hours
Chamber Rating
About
Buckingham Strategic Wealth
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
- comprehensive wealth management,
- asset management
- retirement planning
- financial planning
- estate and trust planning
- net worth development
- investment planning
- tax planning
- business owner financial planning
Questions & Answers
Q What is the phone number for Buckingham Strategic Wealth?
A The phone number for Buckingham Strategic Wealth is: (517) 627-1412.
Q Where is Buckingham Strategic Wealth located?
A Buckingham Strategic Wealth is located at 11973 Sweetwater Dr, Grand Ledge, Michigan 48837
Q What is the internet address for Buckingham Strategic Wealth?
A The website (URL) for Buckingham Strategic Wealth is: https://buckinghamstrategicwealth.com/locations/grand-ledge?y_source=1_MTAwNjA3NTEyOC01NDUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Q What days are Buckingham Strategic Wealth open?
A Buckingham Strategic Wealth is open:
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Q How is Buckingham Strategic Wealth rated?
A Buckingham Strategic Wealth has a 5.0 Star Rating from 1 reviewers.
Hours
Ratings and Reviews
Buckingham Strategic Wealth
Overall Rating
Overall Rating
( 1 Reviews )Tammy Dalebout on Google
Roger Millbrook is terrific. Our family has received outstanding personal service from Roger for many years. He is a super smart man with a lot of integrity!
Overall Rating
Overall Rating
( 1 Reviews )Write a Review
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