DIVERSIFIED
Diversified offers complete financial planning, focusing on the goals that bring happiness to its clients. In everything the company does, it emphasizes the importance of happiness. As part of their Lifelong Planning process, they guide and educate them throughout their relationship. Additionally, they provide a broad network of professionals, such as tax planners and attorneys, estate planners, and notaries - anyone who can help make their lives more convenient.
DIVERSIFIED
Industry:
Finance Financial Services Wealth Management
Address:
Wilmington, Delaware, United States
Country:
United States
Website Url:
http://www.diversifiedllc.com
Total Employee:
11+
Status:
Active
Contact:
+1 302 765 3500
Email Addresses:
[email protected]
Technology used in webpage:
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Current Employees Featured
Mike Horwath
Mike Horwath Chief Investment Officer @ Diversified Chief Investment Officer 2019-09-01
Michael Fisher
Michael Fisher Chief Executive Officer @ Diversified Chief Executive Officer 2019-09-01
David Levy
David Levy Chief Compliance Officer, Partner, and Financial Advisor @ Diversified Chief Compliance Officer, Partner, and Financial Advisor 2007-06-01
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2022-04-07 | Marca Life Planning | Marca Life Planning acquired by Diversified | N/A |
Official Site Inspections
http://www.diversifiedllc.com Semrush global rank: 2.25 M Semrush visits lastest month: 8.47 K
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