Additional information

Overview:

Diversified Financial Resources, Inc. will help you run your family finances like a business. We know TIME is your most important commodity. At Diversified Financial Resources, Inc., we save you time by being able to coordinate your financial advice, investments, insurance, tax preparation, legal services, and much more all at the same time.

Whether you are Individual, Married, Divorced, or Widowed, come learn more about how we give our clients the wisdom and rationality to their family’s finances allowing you to focus on things that matter……like family, friends, career, and retirement.”

History:

It’s 2008 and the stock market is going through a historic crash. What a time to leave a large Wirehouse Investment firm to start our own independent financial services business. We took this leap of faith because we felt strongly that in order to act in the best interest of our clients, we needed to be independent and not tied to a specific company or proprietary products. We haven’t looked back!

We developed a model in which we help our clients make important day to day financial decisions, oversee their family financial situation, and give strategic advice in an un-biased manor.

We offer a wide variety of services that we have broken down into 3 service categories, including Wealth Building, Wealth Management, and Retirement Income Strategies. See our “Service” tab for more detail of each category.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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