Conrad Siegel
Bansari Patel is an experienced investment analyst currently working at Conrad Siegel since March 2021, where the firm focuses on customized retirement, healthcare benefit, and investment consulting for businesses and individuals. Prior experience includes a role as a financial services representative at Northwest Bank from March 2020 to March 2021, and as a financial services professional at uFinancial Group from November 2015 to March 2018. Bansari Patel holds a Bachelor of Business Administration (BBA) degree from Washington & Jefferson College, earned between 2011 and 2015.
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Conrad Siegel
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers unbiased, fee-based services backed by careful attention to detail. Its investment advisors are independent of any external financial institution and do not receive commissions, allowing them to make objective recommendations in their clients’ best interests and beyond the influence of competing financial incentives. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs. All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.