Dietz Financial and Insurance Services - Midlothian, Virginia

Dietz Financial and Insurance Services es una empresa que ofrece servicios financieros y de seguros en la localidad de Midlothian, Virginia, Estados Unidos. Su dirección es la siguiente:

Address: 14321 Winter Breeze Dr, Midlothian, VA 23113, United States.

Información de contacto

Para contactar a Dietz Financial and Insurance Services, puede llamar a su teléfono al número 804-608-9775 o visitar su sitio web.

Características y ubicación

Dietz Financial and Insurance Services se encuentra ubicada en la dirección 14321 Winter Breeze Dr, Midlothian, VA 23113, United States. Su empresa ofrece servicios financieros y de seguros para las necesidades de las personas y las empresas en la zona.

Otras características

Algunas de las características de Dietz Financial and Insurance Services incluyen:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opiniones

Esta empresa tiene 9 reviews en Google My Business.

Media de opinión

La media de opinión es 4.6/5.

👍 Reviews of Dietz Financial and Insurance Services

Joey G.

5/5

After working with Jeff I finally have confidence that my retirement income is secure and more importantly my family will be taken care of in case something we’re to happen to me. Jeff listens to your situation, suggests multiple options which may be a good fit and explains the pros/cons for each. More importantly he never pressures you on which choice to make. He is very patient, professional and is willing to take time to explain things multiple times in different ways if needed. Jeff is a truly knowledgeable and caring retirement professional. I highly recommend Dietz Financial Services.

Sean D.

5/5

Jeff is a hardworking professional who goes to great lengths to serve his clients' needs. I was impressed with how much time he spent listening to me in order to gain an understanding of my unique financial situation. He was prompt, courteous, and he delivered a viable solution for my retirement needs. I highly recommend him for your financial planning.

Heidi B.

5/5

I have known Jeff for over 25 years, and was thrilled when he opened his own financial services firm because I trust him implicitly to handle my investments and advise me for my retirement. Jeff cares personally about each of his clients and wants them to be financially secure going forward--that's what motivates him, not his own personal financial success. He also knows his clients, and knows their risk profiles and what they will and won't do, so he works with each one to craft the exact right strategy for you!

William M.

5/5

I would strongly encourage anyone to work with Jeff Dietz of Dietz Financial and Insurance Services in developing an overall tax optimized retirement plan. With his help, my retirement income is 40% higher and a very substantial portion of my overall portfolio is shielded from a down market! I know many of you probably have a financial planner and so do I. Jeff complements what they are doing but looks to optimize your portfolio and income with taxes in mind, something financial planners often do not have the capability to do. By working with Jeff, I have the confidence that my retirement is secure, my paycheck is protected, and my family will be provided for should the unimaginable happen. I now have tax diversification with tax-free retirement income, an income stream that I can’t outlive, and greater asset diversification to reduce my volatility and provide peace of mind. I would very much encourage you to reach out to Jeff for the development of your retirement plan … I’m glad that I did!

Matt R.

5/5

Jeff really helped me come up with a comprehensive retirement strategy that will save me a bunch of money in taxes during the retirement years. He also did a thorough review to make sure my family and I were setup to succeed in other areas like life insurance and college savings. Jeff is very knowledgeable, responsive, trustworthy, and caring. He tells you what you need to hear, not what you want to hear. But nicely 🙂 Highly recommend!

Judi

1/5

DON’T WASTE YOUR TIME! I want to give no stars. Jeff Dietz is the definition of unreliable. Made appointment to meet and then he NO SHOWED! No call, no text, no email. Is that who you want to discuss your financial plans with let alone managing your money?

Susan B.

5/5

Jeff is always prepared with facts about various annuities. He has put together options that are best for my financial situation. He is quick to get answers and get back to me. I highly recommend Jeff!

Joe B.

5/5

Deitz Financial brought both research and perspective to creating a retirement plan that worked for me. Armed with several financial products and solutions, I was quickly able to solidify my financial future thanks to Dietz Financial.