Diligence Wealth Management, LLC - Roseville, California

Address: 2530 Douglas Blvd STE 170, Roseville, CA 95661, United States.
Phone: 9169057526.
Website: diligencewm.com
Specialties: Financial advisor, Financial consultant, Financial planner, Investment service, Life insurance agency.
Other points of interest: Identifies as women-owned, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Free parking lot, On-site parking.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Diligence Wealth Management, LLC

☎️9169057526

⏰ Open Hours of Diligence Wealth Management, LLC

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

About Diligence Wealth Management, LLC

Diligence Wealth Management, LLC, located at 2530 Douglas Blvd STE 170, Roseville, CA 95661, United States, stands out as a comprehensive financial services firm. With a phone number 9169057526, they offer a direct line to their expertise. Their dedication to serving clients is evident through their website diligencewm.com, where potential clients can learn more about their services and get in touch.

Specialties

Diligence Wealth Management specializes in providing a wide range of financial services tailored to individual needs. Their offerings include Financial advising, Financial consulting, Financial planning, Investment services, and Life insurance agency services. This diverse portfolio ensures they can address a broad spectrum of financial concerns, making them a one-stop-shop for all your financial needs.

Accessibility and Inclusivity

The company prides itself on being women-owned and offers language assistance to ensure that everyone feels comfortable and understood. For those with mobility challenges, Diligence Wealth Management has thoughtfully provided an accessible environment. Their wheelchair-accessible parking, entrance, seating, and toilet, along with free parking, demonstrate their commitment to inclusivity. This makes their services accessible to a wider audience.

Client Opinions

The positive feedback from clients speaks volumes about Diligence Wealth Management's quality of service. With 22 reviews on Google My Business, the average opinion is a remarkable 5/5. Testimonials highlight the insightful financial advice and the thorough education provided by the team, particularly noting the complimentary phone call with Liz as a pivotal moment for many. Such experiences underscore the company's commitment to not only providing financial solutions but also empowering clients with knowledge and confidence.

Recommendation

For anyone seeking professional financial guidance, Diligence Wealth Management, LLC is highly recommended. Their combination of specialized financial services, coupled with an accessible and inclusive environment, makes them a standout choice. Potential clients are encouraged to explore their website diligencewm.com for more information and to take advantage of their complimentary phone consultations. This is an opportunity to embark on a journey towards financial clarity and security with experts who genuinely care about their clients' success. Don't miss out on the chance to transform your financial future with Diligence Wealth Management.

👍 Reviews of Diligence Wealth Management, LLC

Diligence Wealth Management, LLC - Roseville, California

Jay C.

5/5

I had a complimentary phone call with Liz this week. I can't say enough good things about the advice I was given as well as the education! (I wish I would have called her sooner, but was given positive direction from this point). I would whole heartedly recommend Liz and Diligence Wealth Management!

Rachel R.

5/5

Exceptional Service from Liz!

I recently had the pleasure of working with Liz, and I must say she was absolutely fantastic! Liz not only demonstrated a deep understanding of my needs but also took the time to listen and provide me with a clear plan to preserve my long-term interests while meeting my short-term needs.

Her professionalism and expertise were truly impressive, and I felt confident in her guidance every step of the way. Liz was not only knowledgeable but also incredibly kind and personable, making the entire process smooth and stress-free.

I highly recommend Liz to anyone seeking a dedicated professional who goes above and beyond to ensure client satisfaction. Thank you, Liz, for your outstanding service and for exceeding my expectations. You are truly a gem in your field!

Keep up the excellent work!

Rosemarie C.

5/5

I have been with Liz,
Over 5 years and she has been there for me during some of the hardest times in my life. Right now is one of them and I’m just trying to transition to a better place.
Liz, She is a keeper. It is good to build a trusting relationship.
I just want to “Thank you Liz”
for doing the work to get me through. I would highly recommend Liz to you. She listens to you and she cares.

John A.

5/5

I realize this review is redundant but I wanted to make sure I communicated my appreciation for Liz and her generosity in talking with me (far beyond our allotted time) during my search for a financial planner. The fact that Liz provided sound advice while admitting she may not be the right planner for me speaks to her high integrity—an absolute must for someone who will be entrusted with one's financial future. Therefore, I highly recommend Liz for an introductory meeting (at the very least) to learn if she is a good match in fulfilling anyone's financial planning needs.

Corben W.

5/5

Liz is not only knowledgeable in her craft but also possesses the heart of a teacher. She dedicates her time to provide value to individuals by educating them on available resources and offering actionable steps to implement moving forward.

Many people can attest that the finance industry can be a complicated place to navigate. However, Liz excels at breaking down complex topics and explaining them in layman's terms, making it easier for the average adult to comprehend.

If you're seeking someone who genuinely cares about the well-being of your finances, I highly recommend getting in touch with Liz!

michele A.

5/5

I spoke with Liz at Diligence Wealth Management, LLC , I was scheduled a complementary 20 minute phone call. Liz gave me an extra half hour. She listened to me about some life choices I needed to make as I am getting close to 70. Liz helped me sort out my finances and my goal for the future! This company is awesome and so knowledgeable!!

shawna P.

5/5

Liz is very professional and very knowledgeable. She was very prompt in returning my calls. She goes above and beyond to help with questions and has a genuine concern for your financial well being

Caroline C.

5/5

I had a great call with Liz! She is extremely knowledgeable and kind. She provided me with advice on how to prioritize goals and useful information regarding various investment strategies.