Seigler Financial Planning
Bank Credit Union
Why pick this one
Seigler Financial Planning has been providing fiduciary financial advice since 2005, focusing on personalized holistic planning.
Best for
- holistic financial planning for professionals
- retirement and estate planning
Look elsewhere if
- seeking generic financial advice
- looking for budget-only services
Specialties
- retirement planning
- estate planning
- financial planning for business owners
- financial planning for pro athletes
Certifications
- CFP®
What makes them different
- FIDUCIARY advice commitment
- holistic planning process
- long-term investment focus
- continuous support through life stages
- investment management tailored to individual needs
- Years in business
- 18
Distilled from this business's own website.
Contact & Location
- Address
- 420 Park St Ste 100, Belmont, NC 28012
- Phone
- 7042665107
- Website
- https://www.seiglerfp.com/
- chad@seiglerfp.com
Services
- financial planning
- investment planning
- insurance planning