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Joan Siegel, CFP® Financial Planning & Tax Preparation
718-423-7020

Plan your future. Enrich your life.

Joan Siegel, CFP®

A Certified Financial Planner™ and tax preparer in Bayside, Queens, working one to one with individuals and small businesses since 1985. Planning, investments, insurance and tax preparation under one roof.

Book a consultation See how I help

Where to begin

Start planning for your financial future now

  • Do you need a financial health checkup?
  • Confused about college savings plans (529 plans)?
  • Need assistance with retirement planning?
  • Need direction for long-term care and life insurance?
  • Have questions about taxable events?
Call for a complimentary consultation
Joan Siegel, CFP, Certified Financial Planner and tax preparer in Bayside, New York

Joan Siegel, CFP® · Bay Terrace, Bayside

How I help

Advice that covers the whole picture

All client services
An office desk with a smartphone and printed financial charts

Planning/Investments

Financial planning and investments

Comprehensive planning built on an in-depth review of where you stand, then stocks, bonds, mutual funds, ETFs and annuities chosen against goals you set.

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A senior couple sitting together with coffee on their porch

Retirement/Estate

Retirement, estate and insurance

Retirement planning, estate conservation strategies, 529 college savings plans, and needs analysis for life, long-term care and disability cover.

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Hands holding tax forms with a calculator and laptop

Tax/Year round

Tax preparation

Returns, amendments and prior-year filings, prepared year round. During tax season, mid-January to April 15, the office is available seven days a week.

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The Joan Siegel story

Taking the mystery out of money

I offer individuals and small businesses a full range of financial products and services, assisting my clients with financial planning, income tax analysis and preparation, and a wide selection of investment and insurance products designed to help meet their stated goals.

Planning for your financial future is complex, and as a result many people miss out on rewarding opportunities. One of my major goals as a Certified Financial Planner™ is to educate. The atmosphere in my office is comfortable and stress-free, and I pride myself on always being available.

More about the practice
The CERTIFIED FINANCIAL PLANNER certification mark

CFP® certificant since 1985. Series 6, 7, 22, 24, 63 and 65. Member of the Financial Planning Association and the National Association of Tax Professionals.

Learning Center

Answers to the questions clients ask most

Visit the Learning Center

63 articles

Articles

Evergreen explanations of retirement accounts, investing, tax planning, estates and insurance.

627 issues

Newsletters

Commentary on markets, tax rules and the wider economy, archived from 2015 through 2025.

A to Z

Glossary

Plain-language definitions for the financial, insurance and tax terms that come up in planning.

Latest from the newsletter

Reading worth your time

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Let’s talk

A complimentary, comprehensive financial consultation

Consultation is by appointment only. Call the office and we will find a time. Please note that email cannot be used to enter trades.

Call 718-423-7020 Office and directions

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.