Aaron Siegel
Financial Advising
Why pick this one
Aaron Siegel offers personalized financial advising with a focus on Retirement Income Strategies and is based in Knightdale, NC.
Best for
- individuals planning for retirement
- businesses seeking retirement plans
- clients looking for comprehensive portfolio reviews
Look elsewhere if
- only seeking budget investment options
- interested in online-only financial services
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
Certifications
- CFP®
- CIMA®
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Based in Knightdale, NC
- Offers an introductory consultation
- Provides personalized portfolio reviews
- Serves
- Knightdale
Distilled from this business's own website.
Contact & Location
- Address
- 6807 B Knightdale Blvd, Knightdale, NC 27545
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- aaron.siegel@edwardjones.com
Services
- financial advising