Diversified Financial Solutions

Diversified Financial Solutions was founded with the goal of assisting our clients in every aspect of their financial lives. We provide some of the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our Commitment Our team consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Products & Services At Diversified Financial Solutions, we provide assistance in the following areas: Retirement Planning Traditional IRAs Roth IRAs 401(k) Plans 403(b) Plans Direct Rollover of 401(k) & 403(b) Plans Variable & Fixed Annuities Wealth Accumulation Mutual Funds Individual Stocks & Bonds Brokerage Accounts Fee-Based Asset Management CDs & other Bank Products Money Market Accounts Variable & Fixed Annuities REITS (Real Estate Investment Trusts) Limited Partnerships Education Planning 529 College Plans UTMAs Coverdell Education Savings Accounts Insurance Disability Income Insurance Term, Universal Life, Whole Life & Variable Life Insurance Long Term Care Insurance Health Insurance Small Business Planning Single K Plans SEP-IRA Plans SIMPLE IRAs Profit Sharing / 401(k) Plans Defined Benefit Pension Plans Group Health Insurance Group Long Term Care Insurance Other Services Comprehensive Financial Plans Asset Allocation Portfolio Analysis & Review Tax Reduction Strategies Charitable Giving Planning Estate Planning Strategies

Address: 1355 North Ocean Avenue, Medford NY, 11763, USA

Phone: +1 631 758 8691
FAX: +1 631 289 8287