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Siena Wealth Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Client testimonial
Client testimonial
Client testimonial
Siena Wealth Advisory...
Honored to be...
Clients share the value of their partnership with Siena Wealth Advisory Group
"Matt and his team have been exceptional in their guidance, support, and expertise. They are very responsive, patient, and knowledgeable about the market and strategies to optimize your portfolio to help achieve your goals."

— Christina L.
This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.

Client testimonial provided to Matthew Mandell, Private Wealth Advisor

Clients share the value of their partnership with Siena Wealth Advisory Group
"I’ve been working with Matt for over a decade and have been consistently happy with his financial advice and acumen. I appreciate the level of service provided by Matt and would recommend his services to friends and family."

— Sharon C.
This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.

Client testimonial provided to Matthew Mandell, Private Wealth Advisor

Clients share the value of their partnership with Siena Wealth Advisory Group
"Matt and his team have been our trusted financial guides since 2007, flawlessly navigating every major milestone from putting our three children through college to enjoying incredible family vacations and buying a boat. We don't make a single financial move without their invaluable guidance, and we truly consider them partners in both our financial success and our life's journey."

— Craig A.
This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.

Client testimonial provided to Matthew Mandell, Private Wealth Advisor

Siena Wealth Advisory Group Brochure
Siena Wealth Advisory Brochure
Honored to be recognized in Forbes

All of us at Siena Wealth Advisory Group are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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