Conrad Siegel — a true fiduciary, investment advisor, and financial planner in Florida’s Naples and Bonita Springs region
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Schedule an introductory call or video chat with an adviser
Schedule an initial 15-minute call to make sure your situation matches our expertise. If we are a good fit for you, we’ll then schedule a discovery meeting to get to know each other better and learn more about how we can help get you to where you want to go. During this discovery meeting, we will learn more about you, your financial goals and challenges, and explain how we work and how we can help.
Please select an available date and time slot below that works best for you. If you have questions about scheduling your call, you can contact our Naples office at 239-325-1866.
Established fee-for-service advisors serving South Florida
Conrad Siegel offers individualized, personal investment services that typically align best with individuals who have accumulated at least $1 million in assets. We have solutions that are built to align with your specific situation and investment goals to fortify your path to your financial goals. Our comprehensive service lineup includes:
- Investment Planning
- Retirement Planning
- Risk Management & Insurance
- Cash Flow & Budgeting
- Estate Planning
- Income Tax Planning
- Education Planning & Gifting.
Our team comes with some of the industry’s leading credentials adding a broad, multidisciplinary knowledge base to each and every client experience. We’re a *SEC Registered Investment Advisory (RIA) firm. This simply means that you only pay for the service we provide and that’s it. We don’t receive commissions or payments from any other sources.
*Registration with the SEC does not imply any skillset of CSIA or its advisers.