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

Diligence Wealth Management, LLC: A Comprehensive Overview

Located at 2530 Douglas Blvd STE 170, Roseville, CA 95661, United States, Diligence Wealth Management, LLC is a reputable financial services firm known for its exceptional financial advisory, consultancy, planning, and investment services. The company can be contacted via phone at 9169057526 or through their official website at diligencewm.com.

Specializations and Services Offered

Diligence Wealth Management, LLC specializes in providing comprehensive financial solutions, including financial advisory, consultancy, planning, investment services, and life insurance agency. Their experienced team is dedicated to helping clients navigate the complex world of finance, ensuring their financial goals are met with precision and care.

Points of Interest

The company is proud to be woman-owned and takes pride in offering language assistance to cater to a diverse clientele. With facilities designed for accessibility, including wheelchair-accessible parking, entrance, seating, and toilets, Diligence Wealth Management, LLC ensures that all clients, regardless of their physical abilities, can access their services with ease. Additionally, clients can enjoy free parking and on-site parking facilities.

Client Testimonials and Average Opinion

With 22 reviews on Google My Business, Diligence Wealth Management, LLC holds an impressive average rating of 5/5. Clients consistently praise the personalized attention, expert guidance, and the exceptional educational support they receive from the company's team. One notable testimonial highlights the invaluable advice and education provided by Liz, a representative of the company, which motivated the client to wholeheartedly recommend Diligence Wealth Management to others.

Final Recommendation

For individuals seeking comprehensive financial solutions and guidance, Diligence Wealth Management, LLC stands out as a trusted partner. Their commitment to client satisfaction, accessibility, and expert advice make them an ideal choice for anyone looking to secure their financial future. We highly recommend visiting their official website, diligencewm.com, to learn more about their services and how they can assist you in achieving your financial goals.

👍 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.