Williamston
Proudly Serving Williamston
Williamston
219 E Grand River Avenue
Williamston, MI 48895
Buckingham’s Williamston team (previously Siena Investments) has served executives and other professions, business owners, and retirees and their families since 2000. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans, integrated tax services and evidence-based portfolio management strategies.
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-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s 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 and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
-
November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
Read the article -
November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
Read the article -
October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
Read the article