Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

Best service and excellent communication. I wouldn't go anywhere else! Questions are quickly…read moreanswered!

Gave documents early and he filed extension costing me extra tax. Poor communication. Actually…read moreyelling when I questioned extension.. he was busy and had other clients. Charged more then quoted. Horrible experience.

The customer service provided by agent James Hower was not excellent. He failed to review 3…read moredistinct coverage start periods on our 3 distinct policies. All he had to do, knowing and admitting that this was confusing, was to remind our company representative of these dates when he renewed our company's policies. He did not do so and I am now out of pocket $255 or more. James refuses to take any responsibility. Very disappointing. He keeps his commission, I lose my money.

From the owner: We are committed to helping successful individuals, retirees, and business owners identify and…read moreachieve their financial and lifestyle goals.To assist our clients, we offer a diverse array of financial professionals to create customized financial strategies. We provide our clients with the assistance needed to address both simple and complex financial matters with knowledge and confidence. In addition, we keep our clients at the forefront of the changes in tax laws and financial products. Our clients enjoy a trusting and comfortable atmosphere where they can be a part of planning their future. Please note our other locations at: Atrium Two, 221 East 4th Street, Suite #405 Cincinnati, OH 45202 219 1st Avenue SW Hickory, NC 28602 18 Regency Plaza, Suite 2 Glen Mills, PA 19342 111 South Huron Street Suite A Toledo, OH 43604