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Our Philosophy

At Diversified Investment Services, we believe financial planning is about more than just money. By providing our clients with customized financial solutions, we help them pursue the real goal of achieving their hopes and dreams. Whether it is spending more time with the grandkids, becoming a “scratch” golfer, or supporting a favorite charity, Diversified Investment Services exists so our clients can devote their time and energy enjoying the things they value the most.


Our mission is to be our clients' trusted financial
team of professionals with experience, dedication,
and an unwavering commitment to excellence.


Helping clients attain peace of mind.

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