About Us
What We Do
We’re really excited about what we do for our clients! Denise is a financial architect, and we help our clients design and create their financial home.
This home represents their future dreams and aspirations, each room perhaps representing a personal goal or ambition. Then, and only then, we will look for the financial furniture to furnish this home. The furniture will give you the comfort that your goals and aspirations for you and your family will be achieved. What we find is that most clients come to us having bought some financial furniture elsewhere, and over the years, have accumulated different types of furniture, but none of it with any strategy or coherency.
This is bizarre; you would not buy furniture before you buy a home, would you? Yet, people do this with financial furniture. So, we’ll take a look at the financial furniture that our clients have bought and see if it fits into the financial home that we’ve designed. If it fits, we’ll keep it. But if it doesn’t, we’ll try to improve it. You probably wouldn’t put antique furniture in a modern contemporary house, would you? And, over time, both your home and your financial home will always need maintenance, and our clients must set aside the budget for this.
And, as time goes, so your life will change, as will your goals and aspirations. At such times, we will review the design of your financial home and see if it needs any changing, a little like building an extension to a home.
Occasionally, your circumstances will change so dramatically, that we need to redesign a new financial home. We intend to be with you throughout each of these stages, as your maintenance engineers.
Diversified Financial Solutions represents the best of both worlds:
A small, personalized firm with access to the resources of a larger broker/dealer.
Denise J. Nostrom, ChFC, CLU
Owner, Financial Advisor
Denise Nostrom, a life-long resident of Long Island, entered the financial services industry in 1990. She began her career at Smith Barney as a portfolio assistant. She moved onto a smaller firm still working in the capacity of a portfolio assistant. She did not feel that her ambitions were being fulfilled so, she trained to become a Personal Financial Advisor with IDS Financial Services (now commonly known as Ameriprise). She spent just under 4 years at IDS. She made the decision to start her own firm, Diversified Financial Solutions, in 1996 which focuses on personalized customer service. Denise works with clients from all walks of life, helping them to improve their lives and follow their dreams. Denise’s philosophy is that with time, discipline, and determination you can reach your financial goals and dreams.
Wall Street firms, banks, and trust companies could experience frequent personnel and strategy changes. Denise, on the other hand, has been in business for over 20+ years. Many of Denise’s clients have been with her for most of those years. She has seen her clients successfully send their children to college, pay down debt, buy their first homes, retire and much more. She will be there for you through the good times and the bad.
Denise is a member of the Society of Financial Professionals and is a branch manager with Series 7, 24, 51, 53 and 63. She is licensed in 15 states (AZ, CO, CT, DC, DE, FL, IL, MA, MD, MN, NJ, NY, NC, PA, TX, SC, TN & VT) maintains and exceeds the minimum continuing education standards required to sustain her ChFC & CLU designation as well as her Life, Health, and Annuity License and Securities Registrations.
Denise is also the Founder and President of a 501(c)(3) not-for-profit organization, POWER of Women Exchanging Resources, Inc. POWER is a women’s networking and empowerment group whose mission is to inspire women to be amazing and have quality in business leadership by building a foundation of personal and professional support in all stages of their lives through education, networking, and giving back to the community. As a successful business owner herself, Denise’s goal with her organization is to raise women up to become more successful in their lives, in and out of the business world.
Meet Our Staff
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