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July 2024 by Ellen Clark
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.
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December 2020 by Barbara P.
Joan D Siegel CFP of 212-45 26th Avenue Bayside Queens has been in the business of financial planning, retirement planning, wealth management, and tax preparation since 1983. To become a Certified Financial Planner she studied for 2 years, she took a test each Semester, 3 tests a year of 6 hours each, for 2 years, a total of 6 tests. In those years the pass rate was 30% Most of her clients, like me, have been with her for years. She is with us through thick and thin, in times of need, in emergencies, through changes in our finances, changes in our lives, changes in our family and, yes, we do lean on her. She takes it all in her stride as consultant, adviser, manager and special friend.
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May 2020 by Alex Garcia
Very Experienced and knowledgeable. Excellent customer service from the Staff. I highly recommend.
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October 2019 by GARY MITCHELL GRAY
Trust is paramount and Joan has mine. She’s the best.
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October 2018 by DONNA SPECTOR
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 and said " what do you want me to do? You should just call the company your with and see what they could do for you". We went there for financial advice and instead we were treated terribly, I left there feeling horrible. Joan Siegel is a very rude person and I would never recommend her.
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October 2018 by linda messina
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 !
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October 2017 by Helen Fernandez
I have been using Joan's services for many years. She is very knowledgeable, kind and does her job well. She makes doing your taxes less of a burden and a much more pleasant experience.
