At Siegel Accounting & Financial Services, we are dedicated to providing investment and wealth management solutions to families, retirees and small business owners. Our passion is to be our client's trusted advisor. We do this with the highest levels of trust, integrity and respect while always collaborating with you using a team approach. We are committed to professionally supporting, educating, and providing informed direction to each and every client.
You can put your trust in us as we work to develop and manage your individual financial blueprint. Every year, many of you ask us the same question: "What do we do?" So this year, in lieu of our annual newsletter, we have compiled a list to answer your question.
You can put your trust in us as we work to develop and manage your individual financial blueprint. Every year, many of you ask us the same question: "What do we do?" So this year, in lieu of our annual newsletter, we have compiled a list to answer your question.
Services
At Siegel Accounting & Financial Services our philosophy is simple.
We want to get to know you in order to help you make the best decisions possible.
For over 30 years, we have been dedicated to providing strategic investment and wealth management planning in addition to accounting and tax preparation to families, retirees and small business owners.
As a financial services firm, our primary focus is to provide unbiased opinions that are designed to pursue long term investment objectives.
Our focus is to understand your goals and develop a plan to try and reach them.
We want to get to know you in order to help you make the best decisions possible.
For over 30 years, we have been dedicated to providing strategic investment and wealth management planning in addition to accounting and tax preparation to families, retirees and small business owners.
As a financial services firm, our primary focus is to provide unbiased opinions that are designed to pursue long term investment objectives.
Our focus is to understand your goals and develop a plan to try and reach them.
When you choose to work with Siegel AFS you are doing more than hiring a financial services firm.
You are hiring a group of well diverse individuals who are sincerely dedicated to helping you pursue the life you have always dreamed of and worked so hard to realize.
Marvin M. Siegel graduated from the University of Illinois - Urbana-Champaign in 1966 with a bachelor's degree in Accounting.
In 1969, he received his Juris Doctorate from DePaul University's College of Law.
Then in 1972, he received his master's degree in Taxation.
You are hiring a group of well diverse individuals who are sincerely dedicated to helping you pursue the life you have always dreamed of and worked so hard to realize.
Marvin M. Siegel graduated from the University of Illinois - Urbana-Champaign in 1966 with a bachelor's degree in Accounting.
In 1969, he received his Juris Doctorate from DePaul University's College of Law.
Then in 1972, he received his master's degree in Taxation.
There are many facets to a financial plan; so determining the ones that best meet an individual client's needs can be complicated.
Informed decisions are best made after an assessment of individual needs.
After meeting with you, we will be better informed to choose from a comprehensive suite of services and products that address your unique situation.
Informed decisions are best made after an assessment of individual needs.
After meeting with you, we will be better informed to choose from a comprehensive suite of services and products that address your unique situation.
Managing your finances is an important component to any financial security plan.
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
Depending on your stage of life, chances are you'll have a distinct approach to saving.
New graduates or young couples have different needs than retirees or mid-career families.
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
Depending on your stage of life, chances are you'll have a distinct approach to saving.
New graduates or young couples have different needs than retirees or mid-career families.
Not everyone of us is equally prepared for retirement.
While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income.
Regardless of which side of this divide you are on, Annuities can be a powerful vehicle to help you fund your retirement dreams.
Whether it is to deliver guaranteed income to you and your loved ones in retirement, to protect your principle while also providing income, or to provide death benefits to your beneficiaries upon your passing, there are annuity products to meet every conceivable need.
While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income.
Regardless of which side of this divide you are on, Annuities can be a powerful vehicle to help you fund your retirement dreams.
Whether it is to deliver guaranteed income to you and your loved ones in retirement, to protect your principle while also providing income, or to provide death benefits to your beneficiaries upon your passing, there are annuity products to meet every conceivable need.
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