Aaron Siegel, Financial Advisor located in Knightdale, NC

Financial Advisor
Aaron Siegel

CFP®, CIMA®
6807 B Knightdale Blvd, Knightdale, NC 27545opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CIMA®

    Certified Investment Management Analyst®

Personal Interests

  • Spending Time with Family
  • Pets
  • Football
  • Fine Dining
  • Traveling

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Office Information

Phone

(984) 339-0134

Fax

(877) 874-8679

Office Address

6807 B Knightdale Blvd
Knightdale, NC 27545opens in a new window

Mailing address

P O Box 1430
Knightdale, NC 27545

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