Diversified Financial Consultants, LLC, is a comprehensive financial services and wealth management firm. Our practice is focused on providing families, business owners, and mid-sized corporations with customized and personalized financial and wealth planning strategies to help grow, manage, and preserve wealth. While the economic environment or financial products may change over time, nothing will change the core values and goals of our business - to serve as trusted and valued advisors to our clients, helping them develop plans that work toward achieving their long-term financial goals.
For individuals and families, we focus on all areas of financial management and asset allocation. including education, retirement, long-term care, and estate planning. By getting to know you, your family, and your goals, we work toward building a dynamic financial future designed to meet your changing lifecycle needs.
For corporate clients and business owners, we provide the foundation on which appropriate succession planning can be built. We also offer retirement plans to help grow employee loyalty. By working closely with your company to create and implement strategic plans, we help ensure the growth and well-being of your business.
Week of September 9th
Tuesday, September 10th - Tom Dunn from The Hartford at the offices of Diversified Financial Consultants, LLC.
Thursday, September 12th - Bill DeJianne from Nuveen at the offices of Diversified Financial Consultants, LLC.
Week of August 26th
Tuesday, August 27th - Eric Passanante from Prudential at the offices of Diversified Financial Consultants, LLC