Insurance Navigator

Diversified Wealth Management Solutions - Fresno, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 7948 N Maple Ave UNIT 107, Fresno, CA 93720.
Phone: 94128492.
Website: diversifiedwms.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Diversified Wealth Management Solutions

Diversified Wealth Management Solutions 7948 N Maple Ave UNIT 107, Fresno, CA 93720

☎️94128492

⏰ Open Hours of Diversified Wealth Management Solutions

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Diversified Wealth Management Solutions

Address: 7948 N Maple Ave UNIT 107, Fresno, CA 93720.

Phone: 94128492.

Website: diversifiedwms.com.

Es una empresa con amplia experiencia en Financial planning y consultoría financiera, ofreciendo servicios de inversión y asesoramiento financiero de alta calidad. Su ubicación en Fresno, CA permite una mayor accesibilidad para sus clientes.

Entre las características destacadas de esta empresa se pueden mencionar:

  • Acceso a la entrada y estacionamiento para personas con discapacidad.
  • Baños accesibles para personas con discapacidad.

Los clientes del servicio han tenido una opinión muy positiva sobre la empresa, destacando la confiabilidad y profesionalismo de su personal, así como la eficacia de sus recomendaciones. Los servicios personalizados ofrecidos por esta empresa son ideales para aquellos que buscan una planificación financiera integral y segura.

En Google My Business, esta empresa tiene 3 reseñas positivas, con un promedio de 5/5 estrellas, lo que indica una alta satisfacción entre sus clientes.

Si estás buscando a un profesional de la finanza para asesorarte sobre tus finanzas personales, diversifiedwms.com es una excelente opción para considerar. Visita su sitio web para obtener más información y contactar con ellos.

Recuerda que una buena planificación financiera es clave para alcanzar tus objetivos financieros. Contacta con Diversified Wealth Management Solutions hoy mismo para comenzar a construir un futuro más seguro y estable.

👍 Reviews of Diversified Wealth Management Solutions

Diversified Wealth Management Solutions - Fresno, California
MARTI Z.
5/5

Mark Alcorn has been my financial advisor for a period of 12 years or more. I have been totally satisfied with the quality of his service but more importantly, with the results of his advice. Phone calls are always returned promptly and personal annual reviews of my account are very much appreciated. I look forward to many more years of my association with Mark.

Marti Zimmerle Fresno, CA

Diversified Wealth Management Solutions - Fresno, California
scott M.
5/5

I followed Mark Alcorn when he left Citibank, and went to another firm, and then followed him again to Diversified. He has always been great to work with, I trust him, and for me that's the bottom line. He'll work with you and build your plan with you and your best interest in mind. We are all subject to market status, but I will always feel confident with my advisor, Mark.

Diversified Wealth Management Solutions - Fresno, California
Lindsay C.
5/5

I have been very impressed with this firm. I have worked with Mark Alcorn and he has taken the time to develop a customized financial strategy, and I could not be happier with how my portfolio is being managed.

Go up