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 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.
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (631) 758-8691.
Together, we help you put the pieces of your financial life together.
Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC. Blackridge Asset Management, LLC and Diversified Financial Solutions are separate and independent entities from Peak Brokerage Services, LLC. Member FINRA/SIPC
Investment products and services available only to residents of: AZ, CA, CT, FL, IL, MD, NJ, NY, NC, PA, VA, & MN. We are licensed to sell insurance products in the following states of: AZ, CT, FL, NJ, & NY.