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3330 Old Glenview Road, Suite 7, Wilmette, IL 60091

(847) 256-8355
jennifer@siegelafs.com
Adviceworks Client Portal

Retirement Planning

What does retirement look like to you? Let's create a plan together.

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College? We Can Help You Get There

Let's work together to create your ideal financial strategy.

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Financial Planning That Fits Your Life

We'll work with you at every stage.

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Expert Support 

We're always happy to help with any questions you have. 

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Personalized Approach

 We'll work with you to create a resilient strategy that evolves with you.

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Decades of Experience

Financial strategy is our life. We can help you navigate the economic ocean, no matter how choppy the seas get.

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It's Never Too Early – Or Late

It's Never Too Early – Or Late

No matter where you're at in your financial journey, it's never too early — or too late — to start thinking about your financial future.

Financial Strategies Designed With You In Mind

Financial Strategies Designed With You In Mind

We understand how hard it can be to prepare your finances for the future. That's why we work with you to make sure creating your strategy is as painless as possible.

Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

Our Team

Marvin Siegel

Marvin Siegel

Registered Representative / Investment Adviser Representative

(847) 602-5480

Steven Siegel

Steven Siegel

Registered Representative / Investment Adviser Representative

(312) 259-8584

Jennifer Stapleton

Jennifer Stapleton

Registered Representative / Investment Adviser Representative

(847) 501-0614

Monika Chrupek

Monika Chrupek

Client Service Associate

(847) 256-8355

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.
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