Siegel Joan

Ellen Clark 

on Google

8 months ago

For over 35 yrs. Joan has been there for my family and I. She's assisted in audits and enabled my mother to retire comfortably with her outstanding financial planning. I highly recommend and trust her. 

Alex Garcia 

on Google

4 years ago

Very Experienced and knowledgeable. Excellent customer service from the Staff. I highly recommend. 

GARY MITCHELL GRAY 

on Google

5 years ago

Trust is paramount and Joan has mine. She’s the best. 

DONNA SPECTOR 

on Google

6 years ago

I did not have a good experience with this office. I went three separate times and each time was told I'd have to come back as she had someone coming in that she could not make wait. Even though I was on time for my appointment . At my second appointment she asked me to come and bring all my papers and my husband because he would have to sign a few things. I spent a lot of time making copies and my husband had to leave work early to be there on time. She acted like we had never met before she just sat there and stared at us ... read more

linda messina 

on Google

6 years ago

I love to go to Joan Siegel’s office but do to my schedule, etc. , I don’t go as often as I would like. I’ve had my taxes done by Joan for over 35 years. She and all her staff are competent, intelligent and easy to talk to. There has never been a problem with either my taxes or financial advising. I’m grateful to have them !