Diversified Wealth Management Solutions - Fresno, California

Introducing Diversified Wealth Management Solutions

Located at 7948 N Maple Ave UNIT 107, Fresno, CA 93720, Diversified Wealth Management Solutions stands out as a premier financial advisory firm in the Fresno area. With a dedicated team offering a range of services including Financial planning, Financial consulting, and Investment services, this firm is committed to helping individuals and businesses achieve their financial goals. For those seeking personalized wealth management solutions, Diversified Wealth Management Solutions is a trusted choice.

Key Features and Services

- Comprehensive Financial Planning: Tailored strategies to manage your assets effectively.
- Expert Financial Consulting: Gain insights from experienced consultants who understand your unique financial situation.
- Investment Services: Access to a wide array of investment opportunities designed to meet your financial objectives.

Accessibility and Convenience

Diversified Wealth Management Solutions is committed to ensuring that all clients have a seamless experience. Their office is wheelchair accessible, complete with an accessible entrance, parking lot, and restroom. This attention to detail makes visiting their office comfortable and convenient for everyone. Appointments are recommended to ensure personalized service, and their office hours are conveniently set to accommodate various schedules.

Customer Reviews and Satisfaction

The firm boasts a remarkable reputation, highlighted by 3 glowing reviews on Google My Business. One satisfied client, Marti Zimmerle from Fresno, CA, has been a client for over a decade, expressing immense satisfaction with Mark Alcorn's service quality and the success of his advice. Phone calls are promptly returned, and personal annual reviews are highly valued, indicating a client-centric approach to service. The average opinion is a solid 5/5, reflecting consistent high satisfaction among their clients.

Getting Started

For those interested in exploring how Diversified Wealth Management Solutions can benefit their financial future, here's what you should do:
- Visit their website: diversifiedwms.com for more information on their services and to schedule an appointment.
- Contact them directly: Call 94128492 to discuss your specific financial needs or to book a consultation.
- Plan ahead: Given their recommendation for appointments, ensure to schedule your visit in advance.

Why Choose Them

- Expertise and Experience: With Mark Alcorn leading the charge for over a decade, their team brings years of experience to the table.
- Client Focus: A clear dedication to understanding and meeting each client's unique financial needs.
- Accessibility: Ensuring that everyone, including those with mobility challenges, can access their services comfortably.

👍 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.