Diversified Wealth Management Solutions - Fresno, California

Diversified Wealth Management Solutions is a highly reputable firm located at 7948 N Maple Ave UNIT 107, Fresno, CA 93720, United States. They can be reached via phone at 5594128492 or by visiting their website at diversifiedwms.com. Their specialties include financial planning, financial consulting, and investment services.

Specialties

Diversified Wealth Management Solutions offers a range of tailored services to cater to their clients' unique financial needs. Their team of experts has extensive knowledge in the financial planning industry and strives to deliver exceptional service and results to their clients.

Points of Interest

The firm takes pride in its commitment to accessibility, providing wheelchair-accessible parking, entrance, and restroom facilities. Appointments are recommended to ensure the best possible experience for each client.

Opinions and Reviews

This company has earned a stellar reputation, with 3 reviews on Google My Business and an impressive average rating of 5/5. One satisfied client, Marti Zimmerle from Fresno, CA, shares their experience working with Mark Alcorn, their financial advisor, for over a decade. They express satisfaction with the quality of service and the results of the advice provided, as well as the punctuality of response to phone calls and the annual personal account reviews. This deepens the trust and loyalty of clients like Marti, who looks forward to continuing their association with Mark and the firm.

Final Recommendation

For those seeking a reliable, knowledgeable, and dedicated wealth management team, Diversified Wealth Management Solutions is the ideal choice. With a commitment to accessibility, exceptional service, and outstanding results, this firm is worth exploring further. We highly recommend visiting their website and reaching out to their team for a personalized consultation. Take the first step towards securing your financial future today by contacting Diversified Wealth Management Solutions.

👍 Reviews of Diversified Wealth Management Solutions

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

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.

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.