Diversified Wealth Management Solutions - Fresno, California

Diversified Wealth Management Solutions, located at 7948 N Maple Ave UNIT 107, Fresno, CA 93720, United States, is a prominent firm in the financial industry, known for its exceptional wealth management solutions. With a phone number of 5594128492 and a website at diversifiedwms.com, the company specializes in providing financial planning, financial consulting, and investment services.

One of the company's standout features is its commitment to accessibility. Customers can expect to find a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet at their convenience. Appointments are recommended to ensure personalized attention and optimal service.

With an impressive track record and a 5/5 average rating, the company has garnered praise from its clients. For instance, long-time client Marti Zimmerle from Fresno, CA, has expressed complete satisfaction with the quality of service and results provided by Mark Alcorn, the financial advisor. Prompt communication and annual account reviews have been notable factors that contribute to the high level of customer satisfaction.

Diversified Wealth Management Solutions is distinguished by its

dedicated team

and

personalized approach

to financial planning. They understand that each client has unique financial goals and requirements, and they tailor their services accordingly. Their expertise and commitment to excellence make them a trusted choice for those seeking comprehensive financial 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.