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Daniel Seghi
FINANCIAL ADVISOR
Edward Jones - Coconut Creek,FL
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
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Reviews from Web
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...
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Professional and is very well informed!
Daniel is a true professional and an excellent Financial Advisor!
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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
Search Rank ScoreLearn More →
55
/850
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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.
