Diligence Wealth Management, LLC

michele astley _{on Google}

Mar 15th, 2024

I spoke with Liz at Diligence Wealth Management, LLC , I was scheduled a complementary 20 minute phone call. Liz gave me an extra half hour. She listened to me about some life choices I needed to make as I am getting close to 70. Liz helped me sort out my finances and my goal for the future! This company is awesome and so knowledgeable!!

John A _{on Google}

Dec 5th, 2023

I realize this review is redundant but I wanted to make sure I communicated my appreciation for Liz and her generosity in talking with me (far beyond our allotted time) during my search for a financial planner. The fact that Liz provided sound advice while admitting she may not be the right planner for me speaks to her high integrityan absolute must for someone who will be entrusted with one's financial future. Therefore, I highly recommend Liz for an introductory meeting (at the very least) to learn if she is a good match in fulfilling anyone's financial planning needs.

Alberta Daffner _{on Google}

Nov 23rd, 2023

No one takes care of your money like family and I know she helps her clients just like she has helped me for so many years.

Kevin Clemens _{on Google}

Aug 21st, 2023

Liz has demonstrated exemplary knowledge in handling our investments. She offered up ideas that we never even thought of. As we approach retirement we needed planning and money management to reach our goals. Liz was eager to assist and did that with upmost skill.

Tana Callahan _{on Google}

Aug 3rd, 2023

Liz was recommended to us by a great friend and it has turned out to be one of the best recommendations we have ever received. She has been incredibly easy to work with, responsive, and very, very helpful. She has educated us on all of our options, taken the time to help us find out more about long-term insurance, and helped us think differently about our retirement options. I would highly recommend working with Liz if you want to plan well for your retirement!