Diversified Financial

Finance · 1-10 Employees

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Overview

Phone Number

(980) 234-0520

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Diversified Financial

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom. Diversified Financial, Inc. was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. Diversified Financial, Inc. will work alongside our clientsRead more
Diversified Financial's Social MediaPopular SearchesDiversified Financial IncSIC Code 62,628NAICS Code 52,523Show more

Diversified Financial Org Chart

PhoneEmail
AR

Credit Manager

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RS

Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Diversified Financial

<$5M
1-10
Private
-
-
AR
Amy RobinettCredit Manager
<$5M
11-50
Private
-
-
JD
Jacob DanielsFinancial Advisor
<$5M
1-10
Private
-
2018
Micheline Dagher, Founder & Financial Coach at Dagher Financial
Micheline DagherFounder & Financial Coach
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2002
BC
Brian CannonChief Compliance Officer & Portfolio Manager & President
<$5M
1-10
Private
-
-
KE
Kimberly EdsallPresident & CEO
<$5M
1-10
Private
-
-
JI
Jesus IslasInsurance Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Diversified Financial Tech Stack

A closer look at the technologies used by Diversified Financial

Top Finance Companies

Frequently Asked Questions Regarding Diversified Financial

What is Diversified Financial's official website?
Diversified Financial's official website is www.dfinconline.com
What is Diversified Financial's Revenue?
Diversified Financial's revenue is <$5 Million
What is Diversified Financial's SIC code?
Diversified Financial's SIC: 62,628
What is Diversified Financial's NAICS code?
Diversified Financial's NAICS: 52,523
How many employees does Diversified Financial have?
Diversified Financial has 1-10 employees
What industry does Diversified Financial belong to?
Diversified Financial is in the industry of: Finance, Securities Trading
What is Diversified Financial competition?
Diversified Financial top competitors include: Best Financial Website, Wealth Personal, Dagher Financial, Holder-Edsall & Associates
What technology does Diversified Financial use?
Some of the popular technologies that Diversified Financial uses are: WooCommerce, WordPress.org, reCAPTCHA, Google Website Translator
How do I contact Diversified Financial?
Diversified Financial contact info: Phone number: (980) 234-0520 Website: www.dfinconline.com
What does Diversified Financial do?

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Our sole purpose is to help o... ur clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom. Diversified Financial, Inc. was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. Diversified Financial, Inc. will work alongside our clients in articulating, establishing, and achieving their financial life goals. We believe in taking a holistic approach to financial planning for our clients. We apply the whole person concept in evaluating and presenting the financial options available to the individual client. In our experience the best financial solution to a given situation is not necessarily an appropriate option for the client. Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow. We believe that it is particularly important to present relevant financial alternatives in order to develop a truly cohesive planone that is designed to achieve their lifelong financial goals as well as be consistent with their personal philosophy. We find that quality financial decisions are made after the client is informed of options that they may not know are possible. We believe with responsible decisions, ...Read More

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

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