Experience.com
Unclaimed
Neighborhood
Google

Get found as the Top Financial Advisor in Coconut Creek, FL

Daniel Seghi - FINANCIAL ADVISOR in Coconut Creek, FL

Daniel Seghi

FINANCIAL ADVISOR

0
(0)
I am a seasoned financial advisor with over 20 years of experience in helping investors reach their goals.I have an extensive background in insurance, wealth management and financial strategies. I am a partner and mentor to my clients, guid...... Show More
Location & Business Hours
Business Hours
Mon
8:30 AM to 5 PM
Tues
8:30 AM to 5 PM
Wed
8:30 AM to 5 PM
Overall Ratings
0
(0)
Filter by Date
Range
Filter by Rating
Reviews from Web
  • 5.0
    google
    R
    Ronen S
    Posted on November 18th, 2025 12:00 AM
    If you’re looking for a Financial Advisor who is knowledgeable, trustworthy, and and genuinely committed to your financial well being, I highly recommend Daniel Seghi. He takes the time to understand your goals, explain every option, keeps...
    read more
  • 5.0
    google
    E
    Eliot
    Posted on November 17th, 2025 12:00 AM
    Professional and is very well informed!
  • 5.0
    google
    C
    CHRIS M
    Posted on November 13th, 2025 12:00 AM
    Daniel is a true professional and an excellent Financial Advisor!
  • 3 of 3
    About
    I am a seasoned financial advisor with over 20 years of experience in helping investors reach their goals.I have an extensive background in insurance, wealth management and financial strategies. I am a partner and mentor to my clients, guiding them through life events and investment decisions, so they can move forward with confidence and security. I believe that client education is of utmost importance when building a successful relationship. I launched my career as a financial advisor and planner with Smith Barney Citigroup in Miami. I am married and have two children. When I am not working, I enjoy traveling, golfing, hiking and spending time with my family.As a financial advisor with Edward Jones, I am able to build a business while serving people and a community which I care for deeply. I am not only passionate about helping people meet their established financial goals, but also uncovering other goals they may not have otherwise thought possible. Small steps and actions can truly make a huge difference when planning for the long term. Financial advice is truly a personalized process and different for each person.I would greatly appreciate the opportunity to serve you and your family and understand your financial priorities. Our office is located here in Coconut Creek, Florida, in the Lyons Plaza. It all starts with a conversation – let's visit.
    Specialities
    Wealth Strategies
    Portfolio Reviews
    Retirement Income Strategies
    Charitable Giving
    Business Retirement Plans
    Insurance & Annuities
    physicians
    55
    /850
    Search Rank Score
    What is the Search Rank Score®?
    Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
    Positions
    • FINANCIAL ADVISOR
    FAQs
    Here are some Frequently Asked Questions about Daniel Seghi
    What organization is Daniel Seghi associated with?
    Daniel Seghi is associated with Edward Jones.
    What is Daniel Seghi’s work email address?
    Daniel Seghi’s professional email address is d**********i@e**********.com. You can also email Daniel Seghi by clicking on the contact Daniel Seghi.
    Where is Daniel Seghi based out of?
    Daniel Seghi’s primary location is Coconut Creek, FL.
    What is Daniel Seghi's phone number?
    Daniel Seghi's phone number is (954) 973-0825
    What is Daniel Seghi's title??
    Daniel Seghi is a FINANCIAL ADVISOR.