Diamond State Financial Group.
Finance · Delaware, United States · 51-200 Employees
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Overview
Headquarters
121 Continental Dr Ste 110, Newark, Dela...Phone Number
(302) 366-0366Website
www.dsfg.comRevenue
$21.1 MillionIndustry
ZI Rank: 4
Signal Type
Feb
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Jul
ZI Rank
2
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About Diamond State Financial Group.
Diamond State Financial Group is a leading financial planning firm based in Delaware, dedicated to helping clients build their wealth through a comprehensive range of financial services. They cater to various clients including pre-retirees, business owners, medical and legal professionals, and young professionals, offering tailored solutions such as financial planning, asset management, retirement plans, and insurance protection. The firm emphasizes personal relationships and client-centered service, ensuring that each financial strategy is customized to meet individual needs. With a commitment to excellence and adaptability, Diamond State Financial Group aims to simplify financial services and support clients in achieving their long-term financial goals.Explore more
Diamond State Financial Group. Org Chart
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Activity Insights
Diamond State Financial Group. is experiencing very low activity levels compared to other companies in the Finance sector.
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Diamond State Financial Group. is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Diamond State Financial Group..
Diamond State Financial Group. financials insights
Gather financial insights about Diamond State Financial Group., including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Diamond State Financial Group. Tech Stack
A closer look at the technologies used by Diamond State Financial Group.
Most Recent Scoops
Award
Award, Employee Engagement, Employee Relations, Company Culture & Policy, HR Operations
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Funding
Diamond State Financial Group. has received an SBA PPP loan for $150,000-350,000 from Mid Penn Bank, supporting the retention of 20 jobs.
Lateral Move
Executive Move
Executive Moves, Lateral Move
Diamond State Financial Group. News & Media
Christopher Burgos named CEO at Diamond State Financial
Diamond State Financial Group announced that Christopher Burgos, CFP, ChFC, AIF, CFS, has been named chief executive officer, in addition to his current role as president and managing partner. Raymond Bree, managing partner, founded the firm in 1989...
Read more news
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Diamond State Financial Group is a leading financial planning firm based in Delaware, dedicated to helping clients build their wealth through a comprehensive range of financial services. They cater to various clients including pre-retirees, business owners, medical and legal professionals, and young professionals, offering tailored solutions such a... Read More
