| Company: | Siena Investments |
| Contact: | W. Joseph Irish |
| Address: | 11973 Sweetwater Drive |
| City: | Grand Ledge |
| State: | MI |
| Zip: | 48837 |
| Phone: | 517-627-1412 |
| Fax: | 517-627-5575 |
| Email: | joe@sienainvestor.com |
| Website: | https://www.sienainvestor.com/ |
About My Practice
HOW DO YOU IMAGINE YOUR RETIREMENT LIFESTYLE?
Together, we can create a plan to make your retirement dreams a reality.
Serving Mid Michigan and surrounding areas, we take a team approach to develop individually designed long-term strategies for your entire financial, retirement, tax, estate, and business matters.
We believe in data and statistical methods in our approach to managing assets as there is no substitute for smart and efficient decision-making — whether it applies to retirement, investments, estate planning or taxes.
All of our services are fee-only. We do not earn commissions or bury our fees in complex transactions. Instead, we provide an open and reliable approach to managing your future success.
Offering Advice Since
2000
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Tax preparation
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Retirement Plan Specialist (CRPS®)
Security Licenses: Series 65 Investment License
Education: Bachelor of Business Administration
Investment Advisor Registration: CRD# 117647
Associations & Affiliations: Siena Accounting, Hicks, Millbrook & Cwayna
Charges to Clients for Services
Fee based on percentage of assets managed
