Diligence Wealth Management, LLC - Roseville, California

Address: 2530 Douglas Blvd STE 170, Roseville, CA 95661, United States.
Phone: 9169057526.
Website: diligencewm.com
Specialties: Financial advisor, Financial consultant, Financial planner, Investment service, Life insurance agency.
Other points of interest: Identifies as women-owned, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Free parking lot, On-site parking.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Diligence Wealth Management, LLC

☎️9169057526

⏰ Open Hours of Diligence Wealth Management, LLC

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Overview of Diligence Wealth Management, LLC

Located at 2530 Douglas Blvd STE 170, Roseville, CA 95661, United States, Diligence Wealth Management, LLC stands out as a reputable financial services provider. With a phone number 9169057526 readily available for potential clients, this company ensures that assistance is just a call away. Their website, diligencewm.com, offers a wealth of information for those seeking to understand their services better.

Key Services and Specialties

Diligence Wealth Management, LLC specializes in a wide array of financial services, including:
- Financial advising
- Financial consulting
- Financial planning
- Investment services
- Life insurance agency

Their comprehensive approach to wealth management ensures clients receive tailored advice and solutions to meet their financial goals.

Accessibility and Inclusivity

The company is proud to identify as women-owned, showcasing its commitment to diversity and inclusivity. For the convenience and comfort of their clients, Diligence Wealth Management offers several accessibility features:
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible seating
- Wheelchair-accessible toilet
- Free parking lot

These amenities ensure that everyone, regardless of physical ability, can access their services without hesitation.

Client Reviews and Ratings

Clients have expressed high satisfaction with Diligence Wealth Management, as reflected in their average opinion of 5/5 on Google My Business, based on 22 reviews. One glowing review highlighted a complimentary phone call with Liz, emphasizing the invaluable advice and educational resources provided, which many wish they had sought sooner. This suggests a high level of customer service and expertise.

Recommended Actions for Prospective Clients

For anyone considering financial advice or planning, Diligence Wealth Management, LLC presents an excellent choice. Prospective clients are encouraged to:
- Visit their website for detailed service descriptions and contact information.
- Reach out to their team for a complimentary consultation, especially appreciated for first-time clients looking to understand their options better.
- Explore their accessibility features to ensure a comfortable experience during any visits.

Given the overwhelmingly positive feedback and the comprehensive range of services offered, Diligence Wealth Management is well-positioned to guide individuals and families towards financial stability and growth.

To take the first step towards achieving your financial goals, consider visiting their website at diligencewm.com. Here, you'll find all the information needed to get started on a path to financial wellness. Don't miss the opportunity to benefit from their expert advice and personalized planning services.

👍 Reviews of Diligence Wealth Management, LLC

Diligence Wealth Management, LLC - Roseville, California

Jay C.

5/5

I had a complimentary phone call with Liz this week. I can't say enough good things about the advice I was given as well as the education! (I wish I would have called her sooner, but was given positive direction from this point). I would whole heartedly recommend Liz and Diligence Wealth Management!

Rachel R.

5/5

Exceptional Service from Liz!

I recently had the pleasure of working with Liz, and I must say she was absolutely fantastic! Liz not only demonstrated a deep understanding of my needs but also took the time to listen and provide me with a clear plan to preserve my long-term interests while meeting my short-term needs.

Her professionalism and expertise were truly impressive, and I felt confident in her guidance every step of the way. Liz was not only knowledgeable but also incredibly kind and personable, making the entire process smooth and stress-free.

I highly recommend Liz to anyone seeking a dedicated professional who goes above and beyond to ensure client satisfaction. Thank you, Liz, for your outstanding service and for exceeding my expectations. You are truly a gem in your field!

Keep up the excellent work!

Rosemarie C.

5/5

I have been with Liz,
Over 5 years and she has been there for me during some of the hardest times in my life. Right now is one of them and I’m just trying to transition to a better place.
Liz, She is a keeper. It is good to build a trusting relationship.
I just want to “Thank you Liz”
for doing the work to get me through. I would highly recommend Liz to you. She listens to you and she cares.

John A.

5/5

I realize this review is redundant but I wanted to make sure I communicated my appreciation for Liz and her generosity in talking with me (far beyond our allotted time) during my search for a financial planner. The fact that Liz provided sound advice while admitting she may not be the right planner for me speaks to her high integrity—an absolute must for someone who will be entrusted with one's financial future. Therefore, I highly recommend Liz for an introductory meeting (at the very least) to learn if she is a good match in fulfilling anyone's financial planning needs.

Corben W.

5/5

Liz is not only knowledgeable in her craft but also possesses the heart of a teacher. She dedicates her time to provide value to individuals by educating them on available resources and offering actionable steps to implement moving forward.

Many people can attest that the finance industry can be a complicated place to navigate. However, Liz excels at breaking down complex topics and explaining them in layman's terms, making it easier for the average adult to comprehend.

If you're seeking someone who genuinely cares about the well-being of your finances, I highly recommend getting in touch with Liz!

michele A.

5/5

I spoke with Liz at Diligence Wealth Management, LLC , I was scheduled a complementary 20 minute phone call. Liz gave me an extra half hour. She listened to me about some life choices I needed to make as I am getting close to 70. Liz helped me sort out my finances and my goal for the future! This company is awesome and so knowledgeable!!

shawna P.

5/5

Liz is very professional and very knowledgeable. She was very prompt in returning my calls. She goes above and beyond to help with questions and has a genuine concern for your financial well being

Caroline C.

5/5

I had a great call with Liz! She is extremely knowledgeable and kind. She provided me with advice on how to prioritize goals and useful information regarding various investment strategies.