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Jeffrey M. Siegel
CPA/PFS
Financial Advisor, RJFS
4330 La Jolla Village Dr.
Suite 330
San Diego, CA 92122
Phone: 858-866-3550
Fax: 858-535-0763
Toll-Free: 877-752-6463
Contact Us
Securities and
investment advisory
services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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Newsletters- Successful Women
Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.
- Financial Journeys
Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
- Small Business Dimensions
Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.
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