Diamond Financial Planning

Banking · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

1600 Medical Dr, Pottstown, Pennsylvania...

Phone Number

(610) 326-5490

Revenue

$24.8 Million

Industry

Banking Finance Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Diamond Financial Planning

Diamond Credit Union is a full-service financial institution located in Southeastern Pennsylvania, serving Berks, Bucks, Chester, and Montgomery counties. The credit union offers a wide range of products and services including personal and business banking, loans, mortgages, and financial planning. With a commitment to personal member service, Diamond provides digital banking options and financial education resources to help clients manage their finances effectively. Established in 1947, Diamond Credit Union has been a trusted partner in achieving financial success for its members.Explore more
Diamond Financial Planning's Social MediaPopular SearchesDiamond Credit UnionDiamond Financial PlanningDiamond Credit CoDiamond CreditDiamond Credit Union Boyertown BranchSIC Code 60,606NAICS Code 52,522Show more

Diamond Financial Planning Org Chart

PhoneEmail
JM
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Chief Operating Officer

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Beth Walton, Chief Human Resources Officer at Diamond Financial Planning
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Chief Human Resources Officer

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LL
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Senior Vice President and Chief Lending Offic...

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BP
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Vice President, Retail Delievery Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Diamond Financial Plannin...

$24.8M
51-200
Private
-
1947
JM
Jennifer McKeeChief Operating Officer
$74.5M
201-500
Private
-
1934
DS
Dina ShultzSenior Vice President, Chief Revenue Officer
$73.9M
201-500
Private
-
2000
$49.6M
51-200
Private
-
1953
Daniel Kelley, President & Chief Executive Officer at Community Credit Union
Daniel KelleyPresident & CEO
$12M
51-200
Private
-
1962
BH
Brian HughesPresident and CEO - HRCU
<$5M
51-200
Public
-
1986
SL
Steven LundgrenPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Diamond Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Diamond Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Diamond Financial Planning.

Diamond Financial Planning Tech Stack

A closer look at the technologies used by Diamond Financial Planning

Most Recent Scoops

Award
Award, Customer Service, Banking, Customer Success
Facilities Relocation / Expansion
Diamond Financial Planning is planning to move offices in August 2024. The move will impact employees at the existing office located at 1600 Medical Dr, Pottstown, PA.
Facilities Relocation/Expansion
Award
Award, Employee Relations
Left Company
Executive Move
New Hire
Executive Move
See more scoops

Diamond Financial Planning News & Media

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Top Banking Companies

Frequently Asked Questions Regarding Diamond Financial Planning

What is Diamond Financial Planning's official website?
Diamond Financial Planning's official website is www.diamondcu.org
What is Diamond Financial Planning's Revenue?
Diamond Financial Planning's revenue is $24.8 Million
What is Diamond Financial Planning's SIC code?
Diamond Financial Planning's SIC: 60,606
What is Diamond Financial Planning's NAICS code?
Diamond Financial Planning's NAICS: 52,522
How many employees does Diamond Financial Planning have?
Diamond Financial Planning has 51-200 employees
What industry does Diamond Financial Planning belong to?
Diamond Financial Planning is in the industry of: Banking, Finance, Lending & Brokerage
What is Diamond Financial Planning competition?
Diamond Financial Planning top competitors include: Holy Rosary Credit Union, Telhio Credit Union, Consolidated Community Credit Union, Denali Bancorporation
What technology does Diamond Financial Planning use?
Some of the popular technologies that Diamond Financial Planning uses are: DocuSign, WordPress.org, reCAPTCHA, PHP
How do I contact Diamond Financial Planning?
Diamond Financial Planning contact info: Phone number: (610) 326-5490 Website: www.diamondcu.org
What does Diamond Financial Planning do?

Diamond Credit Union is a full-service financial institution located in Southeastern Pennsylvania, serving Berks, Bucks, Chester, and Montgomery counties. The credit union offers a wide range of products and services including personal and business banking, loans, mortgages, and financial planning. With a commitment to personal member service, Diam... ond provides digital banking options and financial education resources to help clients manage their finances effectively. Established in 1947, Diamond Credit Union has been a trusted partner in achieving financial success for its members.Read More

What are Diamond Financial Planning social media links?
Diamond Financial Planning Linkedin page Diamond Financial Planning Twitter page Diamond Financial Planning Facebook page
Is Diamond Financial Planning a public company?
Diamond Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Diamond Financial Planning

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