Diener Money Management, Inc. 120 South State Street, Newtown, PA 18940
About the Business
Diener Money Management, Inc. is a reputable finance institution located at 120 South State Street in Newtown, Pennsylvania, United States. With a team of experienced financial experts, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our dedicated team is here to assist you every step of the way. Trust Diener Money Management, Inc. to help you secure your financial future.
Photos
Location & Phone number
120 S State St, Newtown, PA 18940, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have had the pleasure and privilege of working with Seth Diener and his team over the last couple of years . Seth and his team are who I needed to manage my wealth portfolio. Seth is always available to answer questions whether by text , email or calls . He breaks everything down to manageable bite sized portions for a person like me who gets intimidated with financial jargon . If you’d like a team that will work hard for you and with you then look no further! You have found your financial tribe! Another bonus is that Seth is just a wonderful and personable man to deal with."
"We have been with Seth for over 20 years. He has helped us reach our ever changing goals. If ever we have a question we call & he is available to discuss what options will be best for that scenario. If we don’t call, he checks in on us. He contacts us biannually to set up a meeting to discuss exactly where we are & where we want to go. We feel more like family than clients. I have complete trust in Seth & his advice. Thank you Seth you’ve always taken amazing care of us & our family."
"I have been working with Seth and his team for over 15 years and have been thoroughly impressed with their services. Seth took the time to understand my financial goals and developed a comprehensive plan that aligned with my objectives. He is always available to answer any questions that I have and provide thoughtful advice that has been instrumental in achieving my financial goals. His expertise in investment strategies and financial planning has enabled me to manage my finances more effectively and avoid many of the common pitfalls that could have derailed my financial journey. He is knowledgeable, professional and trustworthy."
"Seth Diener of Diener Money Management has been my financial advisor for over 20 years. His advice and expertise have been instrumental in every major financial decision in my life. His commitment to his clients is unparalleled. He encouraged me to start saving in my early twenties and that enabled me to grow my savings to amounts I wouldn’t have imagined when I started. When children came into the picture, he was there to help navigate life insurance, college savings, and estate planning. Seth cares about his clients like they are his own family, and he works tirelessly to make certain that they are set up for a bright future."
"I have been working with Seth and his team from Diener Money Management for almost 10 years. I set out looking for a partner not to just manage my investments, but someone to lean on and push me to achieve my financial goals. They needed to be strategic, foreword thinking, and support me. This is what you get from Seth and the team. I explain it this way. You use experts to file your taxes, redo your kitchen, fix your car. Why wouldn't you use an expert to manage your investments. I'm a single mom, and my future has a lot riding on it. I feel confident with Seth and his team that I am investing in the right areas to ensure a bright, financially secure retirement."
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