Diversified Investment Services
Is your investment strategy appropriate? Have you saved enough for retirement? Can your estate plan do more to minimize any tax burden? Whatever questions your financial future presents, finding answers that are right for you now and over the course of your lifetime depends very much on the quality of the expertise upon which you rely. At Diversified Investment Services, we are experts in developing and implementing wealth management strategies that allow individuals, families, and business owners to feel confident about the future. We deliver strategies that span a lifetime—for a level of continuity that can sustain any vision.
Since 1993, Diversified Investment Services has been helping individuals, families, and business owners pursue their financial objectives with confidence. Each of our advisors is an expert within the industry who makes it a point to know you and your life goals. Together, as Investment Adviser Representatives of Commonwealth, we are a team that delivers the diverse financial planning services you need. We currently have in excess of $780,000,000 in total account assets*. Through our partnership with Commonwealth Financial Network®, an independent broker/dealer and Registered Investment Adviser, we provide a full range of wealth management strategies and solutions—from investments and insurance, to tax and estate planning—along with the experience to match them to your needs at any stage of your life.
Address: 180 North Riverview Drive, Suite 220 Anaheim, CA 92808 USA
Phone: +1 714 974 4500
FAX: +1 714 974 7943
