Alan Siegel Financial Services
Alan Siegel Financial Services

Alan Siegel Financial Services

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Introduction: I am in my 27th year of being in the Financial Services business. I am a Certified Financial Planner, a Certified Kingdom Advisor and I am a Christian Financial Consultant & Advisor. I am an Investment Advisor, and am a Certified Fund Specialist. I am certified in Long Term Care and I am fully licensed in Insurance and annuities. I specialize in Investment Management and Retirement Planning, but can help with any financial need. I love serving people. I listen carefully to the cares, concerns, needs and objectives of my clients and personalize solutions to help people achieve their goals and objectives. I have the heart of a teacher and strive to make sure you understand your options and choices and get all your questions answered. Securities and Investment Advice are offered through G.A. Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member FINRA & SIPC. 101 Normandy Road, Casselberry, FL 32707 I get a lot of gratification from the relationships that result from the work I do and when I see my clients making progress towards their goals. I love the challenge of getting to know my clients, what their interests are, what they are passionate about and to help people prioritize their goals to put together a plan to help them achieve their goals.
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2 employees

31 years in business

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Alan Siegel