Trusted Financial Advisor

Mr Marc J Spiegel CFP

Mr Marc J Spiegel CFP

Spiegel Financial

29222 Rancho Viejo Rd., Ste 220 San Juan Capistrano, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$200,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning, Tax Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor