About
US

Working in the financial services industry for over 11 years and specializing in the medical industry, has made me proficient at understanding and solving clients specific needs. My expertise is in Protection and Retirement Planning with a focus on tax favorable strategies. I work with physicians at any stage of their careers, those just starting residency and those that are about to ride off into the sunset (retirement). I understand that everyone’s goals are unique, for that reason I work closely with my clients to tailor plans that suit their specific circumstances.

I am proud to say that over the years I have developed not only an excellent business relationship with my clients, but also friendships. They ALL know that I’m just a call or message away. Life can be unpredictable, and I’m here to support you throughout the process. Whether it’s a question, claim or a policy adjustment, I invite you to reach out to me for a consultation. Together, we can explore the best insurance options for you, your family, or your business.

I was born and raised in Florida, I enjoy boating, traveling, playing golf, watching sports and spending time with my wife and two kids.

Marc G. Sigel, Financial Advisor, has been in the financial services industry since 1992, when he graduated Boston University with a degree in Finance.
Marc has been an accomplished course instructor for the Financial Strategies for Successful Retirement Course presented to numerous corporations and organizations throughout South Florida, while having his personal work published by Financial Planning Magazine. Additionally, he has been certified to teach continuing education in the state of Florida to CPAs in certain areas of tax planning for insurance products. A two time past president of the Society of Financial Service professionals in Broward, Marc is also a member of the Boca Raton chapter of the Estate Planning Council.

Working with Physicians has always been a passion for Marc as he understands their needs for receiving superior professional advise in a manner that is understandable and efficient. Just as a doctor provides evaluation and recommendations, he aims to reflect their business model. Marc realizes that his efforts are sometimes the only thing that differentiates him from others and if often the reason his doctors are properly protected.

Originally from Massachusetts, Marc now resides in Boca Raton Florida with his wife Beth and son, Seth where he enjoys exercise and Florida’s gift of year round golf