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  1. Financial Planning, tax preparation, CFP®, mutual funds, 529 plan, income tax return, investments.

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      212-45 26th Avenue. Suite 5 Bayside NY 11360. Phone:...

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  3. Bayside, NY 11360. Bay Terrace. Get directions. 1 review of SIEGEL JOAN CFP "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.

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    • 40.779749
    • (718) 423-7020
    • 73.777571
  4. Joan's Qualifications : Joan Siegel, CFP® - Financial Planning and Tax Preparation. I am a Registered Representative with Cetera Advisors Network LLC, a member of FINRA and SIPC. I am a member of the Financial Planning Association (FPA) and the National Association of Tax Professionals (NATP).

  5. Apr 16, 2023 · Joan Siegel is a certified financial planner operating in Bayside, New York who has 3 years of industry experience. Siegel is currently employed by Cetera Advisor Networks LLC. Siegel has gained experience at S/E, Walnut Street Securities, Inc and Cetera Advisor Networks LLC. Siegel has Series 63...

  6. 212-45 26th Avenue. Suite 5 Bayside NY 11360. Phone: 718-423-7020. Fax: 718-423-1574. joan@joandsiegel.com. Financial Planning, tax preparation, CFP®, mutual funds, 529 plan, income tax return, investments.

  7. Tax Preparer. Joan Siegel, Cfp. 212 45 26th Avenue, Bayside, New York - 11360. (718) 423-7020 www.joandsiegel.com. Reviews. Joan Siegel is an IRS registered tax preparer in Bayside, New York. Joan Siegel is associated with Joan Siegel, Cfp.

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