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Specialties The advisor listed is an Ameriprise financial advisor in Melville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. At Siena Wealth Advisory Group we are passionate about helping you protect yourself and your family from the unexpected. This is significant! We believe it is our duty, obligation and responsibility to help guide you to a more confident retirement. One retirement. We'll help you plan to get itright.....................
200 Broadhollow Rd Ste 302, Ste 302, West Hills, NY, 11747, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Having been a client with them for over 15 years, and having a fair amount of pension invested through them, I have been kicked out of their services as I didn't respond to an email from them within a certain timeframe, due to 2 x major surgeries (no phone call, just email). As I am no longer resident of the USA it appears to be impossible for me to be able to work with the Ameriprise central team. Not the type of client-centred approach I would have expected from them. Be warned.
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.
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.
Brian White and his staff are responsible for my ability to retire! They are experts and Brian handles my money as if it were his own ! Cannot recommend more highly!
Brian White and his staff are responsible for my ability to retire! They are experts and Brian handles my money as if it were his own ! Cannot recommend more highly!
Siena Wealth Advisory Group - Ameriprise Financial Services, Inc. has a 4.7 star rating with 23 reviews.
Siena Wealth Advisory Group - Ameriprise Financial Services, Inc. is closed now. It will open tomorrow at 9:00 a.m.
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