Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
Your Advantage
Knowledgeable. Proactive. Trustworthy.
Balancing Experience with Knowledge and Wisdom
Our firm has over 30 years of experience meeting clients' needs. We are proactive and look for new financial opportunities to provide you with valuable and relevant options. We combine past experience with current research in finance and behavioral finance to help you reach your dreams and goals. We are allied with counseling psychotherapists, to encourage you to move forward when you find yourself stymied in taking action. This is part of our cutting edge holistic approach to money management.
Doing More than Just a Job
We are committed to remaining attentive to your needs and to delivering stellar customer service. Besides listening to you, we are also proactive. We look for opportunities and options for you, both for your money management, and the important family/community/fun parts of your life. We respect and appreciate that you hire us for our expertise in financial planning, and investing. We add the belief that you are important to us as a whole person, not just as a portfolio to manage.
Becoming Your Partner
You charge us with maintaining and growing some of your most important assets in life. We take this responsibility very seriously. We work closely with you to achieve your goals. Along with giving you respect and appreciation, we are trustworthy partners in whom you can confide regarding any planning or life issue. We pride ourselves on the highest level of confidentiality and trust. We strive to be good role models for you, as well: balancing work, family, friends, health, community service, fun, and spirituality.
Workshops: click here for information about current financial and environmental workshops
