Diamant Asset Management - Ridgefield, Connecticut

Diamant Asset Management, located at Address: 440 Main St Suite 201, Ridgefield, CT 06877, is a reputable financial services firm that specializes in financial planning, investment services, and stock brokering. The company can be reached at Phone: 2036616410 and has a website available for further information at portfolioadvisor.com.

Specialties

Diamant Asset Management offers a range of financial services, with a focus on financial planning, investment services, and stock brokering. The company is dedicated to providing personalized and professional investment advice to its clients, with a genuine concern for their welfare and a caring, client-first approach.

Other Points of Interest

The company's location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Restroom facilities are also available. Appointments are recommended for meetings with the firm's financial advisors.

Opinions

Diamant Asset Management has received high praise from its clients, with an average opinion of 5/5 based on 5 reviews on Google My Business. One client commented, "I can’t say enough about the excellent professional Investment advice I currently receive from Sheila Morgan. Her genuine concern for my welfare and caring, client-first approach to my financial planning is what has impressed me most. The best part about working with Sheila is the personal connection. There is a high level of confidence and peace of mind that I truly appreciate when working with her."

Recommendation

If you are looking for a reliable and professional financial services firm, Diamant Asset Management is a great choice. With a focus on personalized investment advice and a commitment to the welfare of its clients, the company is dedicated to helping you achieve your financial goals. Contact Diamant Asset Management today through their website at portfolioadvisor.com to learn more about how they can help you secure your financial future.

👍 Reviews of Diamant Asset Management

Kevin C.

5/5

I can’t say enough about the excellent professional Investment advice I currently receive from Sheila Morgan. Her genuine concern for my welfare and caring, client-first approach to my financial planning is what has impressed me most. The best part about working with Sheila is the personal connection. There is a high level of confidence and peace of mind that I truly appreciate when working with her.

Ian B.

5/5

Diamant Asset Management has handled my portfolio for over 14 years. I greatly appreciate their expertise, honesty and constant communication when planing my financial future. Life can be busy, Diamant Asset Management provides the constant oversight of my portfolio that I can not always do.

Richard H.

5/5

I have used a number of different asset management firms in the past, none of which have provided me with the results that I have gotten with Diamant. Herb and Shiela are very responsive, do a great job in explaining investment options and in looking out for my best interests financially. I highly recommend them!

Christopher B.

5/5

Herb Diamant and his team have handled our affairs for decades; evolving with the times with thoughtful planning.

Cindy W. (.

5/5

Excellent company. They were very informative with the answers they gave me with some great advice! Pricing is fair and the service is EXCELLENT.