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About Us

Our Goal:

Helping the citizens of the world by: Spreading Positivity and Hope, Educating Financial well-being, and Empowering to Grow and Make a Difference.

24+

Years Experience

What we offer

Scope Our Services

Comprehensive support to elevate your finances, business, and life.


Financial Coaching

Personalized coaching for financial success and wealth building.


Marketing Consulting

Strategic marketing guidance for branding, and increased business impact.


Insurance

Helping New Yorker's Protect what matters.


Online Course

Learn, grow, and achieve your goals—anytime, anywhere!


Tax Preparation

Maximize refunds, minimize stress—expert tax prep you can trust!


Community

Building connections—empowering our community to thrive!


Book

Discover insights and strategies from Joel’s transformative new book!


Motivation

Fueling dreams, driving progress, and inspiring action every day!

Want Help to Stay Motivated to Reach your Goals?

Join our Mini-Mastermind and surround yourself with like-minded achievers committed to making this year the best one yet. Together, we’ll keep each other motivated, focused, and accountable, turning your big goals into real accomplishments. Let’s work smarter, stay inspired, and celebrate success—all while reaching new heights!

Featured

Latest Masterclass

Build Your Budget (Workshop)

Budgeting, with Joel Siegfried

1 hour

Hands On Workshop

Beginner Level

Debt Free by _________!

Personal Finance, by Joel Siegfried

10 hours

5 Lessons

Beginner Level

Check Off Goals

Personal Development, with Joel and the Team

(312 Reviews)

1 hour - Monthly Mastermind

12 Sessions

Beginner Level

Join JOEL.VIP

Unlock Exclusive Benefits and Elevate Your Experience with Our VIP Program!

Join our VIP Program to gain access to unparalleled perks, personalized services, and unforgettable experiences

tailored exclusively for our esteemed members.

VIPFree

Basic Package

$0

Monthly

  • 4 Night Hotel Certificate

  • Early Access to +Content

  • $100.00 Voucher from WineDirect

  • Invitations to Special VIP Zoom Calls

  • Early Access to Giveaways

*No Credit Card Required

VIP33

Broad Package

$33

Monthly

  • All of VIPFree, plus

  • 7 Night Resort Getaway Certificate

  • Regular VIP Zoom Calls

  • Library of Books, Reports and More

  • Special Discounts on 1:1 Coaching

*Cancel Anytime

Inner Circle

Advance Package

$147

Monthly

  • All of VIP33, plus

  • 1:1 Coaching Monthly

  • Accountability Check-Ins

  • Quarterly Masterminds

  • Apply today!

*Requires Yearly Commitment

JOEL.VIP Blog

Tax Season 2025: What you Must Know

Tax Season 2025: What you Must Know

Navigate tax season with ease! Learn key deadlines, deductions, and tax-saving tips for 2025. Get organized and file confidently—your tax success starts here! ...more

Taxes

December 30, 20245 min read

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Why Choose Us

Empowering You to Make Smart Financial Decisions


“Joel was very knowledgeable, professional, helpful, and
patient!”


“Had a great chat with my expert and solved my question with ease. Loved having access to support like that!!”


“He knows his stuff!!!”

Office: 901 Broad St.

Utica NY 13501

Call 315-313-4724

Site: www.joel.vip

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