Financial Solutions

At Hazard & Siegel, our management team works closely with you to develop the best financial strategies for your clients. We take the time to understand the unique needs of you and your clients, and we take the time to work with you in order to provide personalised recommendations. Our team of experienced advisors has a wealth of knowledge and expertise in various areas of financial planning, including investment management, retirement planning, estate planning, and more. 

We offer a wide range of products and investment services to help you meet your clients’ needs. You can expect fast and accurate processing of your business submissions, as well as immediate notification of any issues. We understand that your time is valuable, which is why we require as few forms as possible and handle all business submissions with care to ensure that nothing slips through the cracks. Our expansive product list can help facilitate a smooth transition to our firm, providing you with the essential building blocks to maintain your standard of client service. We take pride in providing exceptional service and support to both you and your clients, and we look forward to working together.

  • College Savings Plans
  • ETFs
  • Independent Registered Investment Advisor (RIA)
  • Mutual Funds
  • REITs
  • Variable Annuities
  • Variable Life
  • 401k/Retirement Plans