Diversified Investment Services, Inc. was established in 1993 to deliver clients the best possible array of wealth management strategies combined with superior personal service. We pride ourselves in offering guidance on more than investments and insurance. We are comprehensive wealth managers, focusing on everything from coordinating and managing your retirement income to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives.
Building long-term relationships is our priority at Diversified Investment Services. We begin the journey by taking the time to listen to each of our clients in order to understand their needs. Using a team approach that includes coordination with your legal and tax professionals, we seek to make your financial goals a reality.
Today, we proudly serve a wide variety of clients in excess of $1.4 Billion in total account assets*.
We live locally in Yorba Linda and Anaheim Hills.