Diamond State Financial Group
Diamond State Financial Group, founded in 1989, provides diverse financial services including financial planning, asset management, and insurance, with a focus on various professional groups and community support through DSFG Cares.
About Diamond State Financial Group
Diamond State Financial Group, founded in 1989, specializes in offering a range of financial services. The company operates two offices located in Newark, DE, and Media, PA, where it provides personalized financial planning, asset management, qualified retirement plans, and insurance protection services. Diamond State Financial Group is known for its comprehensive approach to financial planning, including initial consultations, goal setting, and ongoing strategy adjustments.
Services
Diamond State Financial Group offers an array of financial services tailored to meet the needs of various clients. These services include financial planning, asset management, qualified retirement plans, and insurance protection. The firm also utilizes a Certified Plan Fiduciary Advisor (CPFA) to ensure high standards in retirement plan services. Additionally, they have a tiered service model for investment advisory clients, offering different levels of service based on the client's investment size.
Specialized Financial Services
Diamond State Financial Group provides specialized financial services catering to distinct professional groups. These groups include pre-retirees and retirees, business owners, organizations, medical professionals, legal professionals, and young professionals. By focusing on these specific client segments, the company is able to offer customized financial solutions that address the unique needs and challenges faced by each group.
Community Engagement
Through DSFG Cares, Diamond State Financial Group is committed to improving the quality of life, education, and health and safety of children in the community. The company's community support initiatives reflect their dedication to making a positive impact beyond just financial services. DSFG Cares focuses on various community projects and programs aimed at enhancing living standards and opportunities for children and their families.
Educational Workshops and Events
Diamond State Financial Group hosts a series of educational workshops and private client events designed to inform and engage their clients. These workshops cover a range of financial topics and offer valuable insights into effective financial management and planning strategies. Private client events provide an opportunity for clients to interact with financial advisors and learn about the latest developments in financial planning.