Who We Are

Alan Siegel Financial Services is a financial planning and investment firm dedicated to honoring God and caring for people in the area of financial planning and asset management.  

Our vision is to have an eternal impact by providing Biblically based financial counsel, education and service to our clients in a way that will glorify God by influencing the way in which they utilize the resources entrusted to them.
 
Whether it's a financial plan, or some other specific need, we assist our clients in creating strategies that will help to create peace of mind, so that they and their loved ones are financially prepared for the future. 
 
We encourage the use of Biblically responsible funds, money managers and products by our Christian clients as well as those of other faiths.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck