My wife and I met with Liz to review our retirement goals, and our experience through this process was exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services! read more

Liz was great. She was very thorough and knowledgeable. Really got to know my specific situation and needs. She came up with a really great long term strategy for me. Made me feel very reassured and confident. I would definitely recommend her. read more

Liz was very welcoming and made us feel at ease. Her knowledge has been very helpful for planning for our future.

Liz was amazing. Even though I wasn't a good fit for her company, she took time to explain very significant information and options. She's a gem and I wouldn't hesitate to use her services! read more

We're so grateful to Liz Daffner for helping us plan our retirement! Our first call was just 20 minutes and totally free, and she really took the time to get to know our financial goals, what we're hoping to do with our lives, and any worries we might have about the future. After that, she sent us a questionnaire to gather more details about our financial situation. Once we filled out the questionnaire and sent in our financial statements, we had a face-to-face meeting with her. Liz is professional and really personable in person. She was able to explain our complicated financial situation in a way that was easy for us to understand. With her information, options, and expertise, we feel empowered to make informed decisions about our future. During the meeting, Liz showed that she genuinely cares about our future financial health. Thanks to Liz, we now feel more confident and excited about our retirement years. We would wholeheartedly recommend Liz to anyone looking for a trustworthy, skilled, and compassionate financial advisor! read more

Ok, I found liz here on Yelp and gave her a shot with no knowledge walking in (outside of reading things here). For one, I felt as though she was a friend I could trust with everything in the first phone call. My retirement funds have exploded under her management and I'm loving it! Even if they weren't, I would still sing her praises. She cares! I have had my funds under two other management firms and frankly, I won't change. If I were to die, she would help my wife work through all of the changes (or vis versa). If you want someone local and someone you can trust, this is your landing spot. If you want someone who just counts your money, sees you as a number and frankly does nothing with your funds outside of the basics to keep you locked, then don't come to Liz. She's real, authentic and someone you would trust babysitting your kids and making $10 into $100. read more

I'm so grateful for the opportunity to meet with Liz. I'm in my early 30s and have always felt intimidated about financial planning. Liz was so kind and patient and put me at ease during the process. She is extremely knowledgeable and gave me several options on how I can manage my fiances and invest. I felt that she truly listened to what my goals and values were as opposed to other financial advisors I've met with in the past. For the first time I feel excited about my financial future with Liz in my corner! read more

My husband and I met with Liz three times over the last 6 years. Each time she provided valuable insight and guidance that supported our business and personal goals, increased our investment returns, and motivated us to proceed with important protective measures like establishing a trust and purchasing an umbrella insurance policy. It's rare to find a financial advisor who uses a fee for service model these days, so even Liz's higher fee (compared to prior years) is still significantly less than what we would pay to the great majority of advisors charging a percentage of assets under management. read more

I made an appointment with Liz after seeing her positive reviews and perusing her website. She offers three different services, and one of them was just what I was looking for. When she needed to reschedule our initial phone consultation, I immediately rescheduled for the following week. At the end of that 20-minute phone call (which went well), she asked me a question that seemed odd: Had I been on her website within the last week? I replied that I had not. She then informed me that between the time I scheduled the appointment and the actual appointment, she had raised the price of the service I was seeking by 70%. Increasing the price is well within her rights, of course, but the amount of the increase and the timing floored me. And, it was difficult for me to understand why she waited until after I spent 20 minutes detailing my financial profile, goals and missteps, to tell me. Not a great experience. read more

So glad we found Liz! Absolutely everything we wanted in a financial advisor. We saw a free financial advisor through our bank about a year ago. They gave very superficial advice and no plan for how to proceed. Liz gave us a detailed plan with steps to take, and looked at us like individuals she wanted to help, unlike the bank. I like that Liz has several different plans you can choose from and the pricing is up front. It feels good to be on the right track! read more

Liz called me back the same day I reached out to her. She gave me way more of her time than I expected and she was very helpful in giving sound advice for my particular situation. Very honest and intelligent. I would recommend her 1000%!! Thank you, Liz, for calming my anxiety and giving me hope for my future! read more

So glad that I reached out to Liz. My wife and I really had no idea if we were on track with our savings and goals for retirement. Liz was so helpful, and we felt truly comfortable and at ease when meeting with her. I highly recommend Liz if you are looking for help with financial planning! read more

Liz was very helpful in answering all my questions over the phone. I got the feeling that she was instantly invested in me. She gave great advice and after asking me about my goals and priorities, she advised against a meeting. I thanked her for the advice after she gave me plenty of homework and told her I'd hopefully be reaching back out in a few years to be a client. read more

Liz is super friendly and gave great advice. I called needing some advice on where to start with my finances and she helped me out right away. read more

Liz is fantastic! Very helpful and informative. Gave me solid advice and helped me get a game plan moving forward with my financial planning and retirement. Thank you so much for lowering my stress (and probably blood pressure too). I highly recommend reaching out to Liz if you are in a bind or need helping planning for your future. read more

Liz Diffner is an exceptional financial advisor. She is very organized, an excellent listener and communicator. Whenever we call or write her she responds back promptly. Without a doubt Liz is the best financial advisor we have ever selected to manage our investments. We no longer worry about our investments knowing Liz is overseeing them and making necessary adjustments when needed. read more

I inquired about advice on a short term savings/investment goal and Liz gave great advice and also offered additional ideas I hadn't thought of that also aligned with my goal. read more

I met with Liz to develop a comprehensive financial plan. I was extremely impressed with her professional manner and knowledge of the markets. Liz developed a plan that was thorough and easy to understand. Additionally, she made sure that I understood the reasoning behind the investments as well as the associated risks. I came away from the meeting feeling much more confident in my financial future going forward. I would highly recommend Liz to anyone seeking a financial planner! read more

Liz was so knowledgeable and helpful! Would highly recommend chatting with her whatever your situation she's a great resource!

Although I can't speak for Liz's work, as I've only spoken with her once on the phone - I can tell you her integrity is spot on. I called into the wrong place looking for some guidance on my finances as a whole and Liz took the time to offer me some useful resources as well as gave me a couple names of people that specialize in what I was looking for. read more

Hands-down one of the nicest ladies I have ever talk to while I was searching for a financial advisor. She was so nice and so respectful and took the time to answer all of my new beginner questions and even gave me advice about which companies to look for for the services that I needed. I will definitely use her in the future. read more

I consulted with Liz today and she was great at explaining my options and as far as wealth building. Liz is very knowledgeable and patient with my questions and concerns for my future. I recommend her services. read more

I came to Liz, who really helped me because that's what she does. She is about people and was there for me when I most needed her. She help to address those things that concerned me. She is very Personable and she listened to my concerns and even spent extra time. I appreciate Liz and I am glad I came across her. It is without hesitation, I recommend Liz as one of the best Financial Advisors out there. You will be glad you did, she put me at ease and made me feel comfortable. She is very knowledgeable and She was very helpful and she gets things done. Thank you Liz, for all your hard work and time. Rosemarie read more

I have worked with Liz professionally for more than five years. She never ceases to amaze. She is very thoughtful in her approach to customizing financial plans catered to each of her client's specific needs. I have referred many clients to Liz over the years and will continue to do so. read more

Liz is fantastic! My husband and I are going through some financial trouble and Liz took the time to help explore and explain options to help get us on the right track. She is professional, kind, and non-judgmental toward anyone's current financial situation. read more

Liz has helped me for several years now with stock purchases and alternative investments. She sits down with the client and reviews their total portfolio. She discussing the clients comfort level with all the different types of investment strategies and makes recommendations based on their answers. I would highly recommend Liz for her integrity and knowledge about all financial investment products. read more

Liz helped me revise my 401k plan to where it fits my goals in the long term. She is very knowledgable when it comes to financial planning, and is a huge asset to my friends and family. read more

Liz is exceptional, not only is she knowledgeable but she is generous with her time. She really listened to what was important to me and tailored my appointment around my specific circumstances. She gave me valuable tips that I had not considered and really put my mind at ease. Thank God for people like Liz, the financial industry could use many more like her! read more

Today, I sat with Liz for an hour going over my finances that I have been to embarrassed to admit to myself. How she handled our conversation around my finances made me feel that there is a way towards financial freedom. She informed, educated, and showed me how to manage my finances better which I am so grateful for. Please go see Liz if you are in need of some financial guidance. read more

I have been working with Liz for several years now. Not only does she handle my company's retirement plan, but I have referred many clients to her over the years. I have had nothing but great feedback from all that have worked with her. She is very honest and she does the required research to make sure that her client's needs are met in the best possible way. Liz is not a one trick pony - her investment options for her clients go way beyond the stock market, and she really does her due diligence to match the best possible solutions to her client's needs. read more

I contacted Liz for financial planning advice. I was impressed by her knowledge and expertise. Liz is patient and really listens. I highly recommend her to anyone! read more

My husband and I went to see Liz for a financial planning consult. We were both very impressed with her. She spent a lot of time with us and really made us feel comfortable with our finances after we left. I would highly recommend her to anyone! read more

My wife and I were seeking better financial education and direction and were fortunate to find that with Liz. She was very responsive to our initial inquiries and spent several hours with us discussing our options for reaching our financial goals. We are very selective about who we do business with and often skeptical but we had no such bad vibes during our time talking with Liz. Highly recommend and would consult with again in the future. Thank you Liz. read more

We contacted Liz to help us manage our finances. She was extremely professional, thorough and friendly. She put financial management into perspective for the first time in my life, I can't help but think that if we had found her sooner, we would be in a much better financial position now! We are looking forward to working together and excited to see how else she can help us manage our finances and our future. read more

I have known Liz for many years and Liz puts forth effort in all aspects of life. She is diligent, dependable and trustworthy. She handles others finances the way she would handle her own with only the most care. She is educated and trained in her field. It is safe to say that working with Liz gives you a feeling of freedom and peace and I highly recommend Liz Daffner for any of your financial investment or insurance needs. read more

Liz is great. Very personable and knowledgeable in her field. She looked over all my financial information and assets and listened to my financial goals. Then she created a game plan for our finances moving forward. She was very honest and I appreciated that she was not just looking to make a commission. She really took the time to discuss my situation and took time to do some additional research as I had some questions beyond the simple investments. I would highly recommend Liz and discussing your financial goals even if you are just in the beginning stages of financial planning. read more

Liz does a great job of finding the right financial instruments for your particular needs and risk aversion, without regard for the commissions she might earn. She knows that a referral from a satisfied client is far more valuable than an extra few bucks off of a sub-optimal investment. Liz will listen carefully to what you want to accomplish with your savings, and then show you all relevant options to achieve those results. She has all the training and licensing to make your investment goals become a reality. I can't thank her enough. read more

I was really happy with the conversation that I had with Liz. First off she was very responsive to my emails that I sent her just to set up the time to talk. When I spoke to her she was very patient and informative. I know that she deals with clients that are more advanced financially than I am right now, yet she treated me the same. She was very attentive to my situation, and was very honest with her recommendations and advice. I really found Liz's advice helpful and practical. Its without question that I would recommend her to anyone that looking for financial services. I plan on continuing to work with Liz and I look forward to it. read more

Met with Liz Daffner in her office. She stayed later so I could meet with her after work. I walked into her office knowing nothing and I walked out with information about how to handle my finances better. We talked about planning for retirement and building savings. Liz is smart, patient, she listened to everything and I would recommend her. read more

Excellent financial adviser. She's very honest and direct with your financial situation. She is also very helpful and provides tons of excellent advice. I would definitely recommend Liz! read more