DIVERSIFIED

diversified-logo

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.

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DIVERSIFIED

Social Links:

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_image

Mike Horwath
Mike Horwath Chief Investment Officer @ Diversified
Chief Investment Officer
2019-09-01

michael-fisher_image

Michael Fisher
Michael Fisher Chief Executive Officer @ Diversified
Chief Executive Officer
2019-09-01

david-levy_image

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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About Us - Diversified LLC

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Who is Diversified The right people in the right seats. “When we have the right people in the right seats doing work they love to do, it gives them energy and happiness. This translates into a …See details»

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Mar 9, 2022 Fred D’Alessandro Transitions to New Role at Diversified, Names Successor After 29 years, t he company’s founde r takes on a new role as Executive Chairman, announcing …See details»

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At Diversified we work with clients at various stages in their lives, in multiple locations, and from diverse backgrounds. We’re happy to provide integrated financial planning, tax services, …See details»

Diversified LLC Named One of the United States’ top RIAs in the

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Unwillingness to accept the status quo. We constantly strive to improve our business and ourselves by challenging how we have always done things to find a better, more efficient, and …See details»

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