Diversified Financial Consultants
Financial Services - Whippany, NJ, US
Diversified Financial Consultants Employees
Diversified Financial Consultants Senior Management
Diversified Financial Consultants Details
Diversified Financial Consultants, LLC was founded by Alan Jay Levine and Bob Scola in May 2010 so as to serve our clients with unparalleled integrity and dedication. Our advisors have, on average, over two decades of experience, and each advisor is supported by the total resources of the firm. OUR COMMITMENTWe are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you work toward your goals.OUR PRINCIPLEOur company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (862) 579-3500.Certificates Held by our Financial Advisors:Certified Financial PlannerCertified Retirement CounselorInvestment Advisor AssociateLicensed in Series 1,2,6,7,11,22,24,63, 65, and 66ProductsInvesting/Asset ManagementFixed Income-Taxable, Municipal Bonds529 Education Savings plansQualified Plans 401k/403bDefined Benefit/Compensation plansLife Insurance: Term, Universal and Variable LifeAnnuities: Guaranteed Fixed and VariableThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities offered through LPL Financial Member SIPC www.sipc.org. Investment advice offered through Diversified Financial Consultants, a registered investment advisor. Diversified Financial Consultants is a separate entity from LPL Financial.For a list of states in which we are registered to do business, please visit http://www.diversifiedfinancialconsultantsllc.com/
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