SHERMAN OAKS, Calif.--(BUSINESS WIRE)--Diverse Financial Corporation, a full service financial services firm, formally introduced the company’s office in Newport Beach. The Newport Beach office was opened last summer in response to the company’s continued growth and to accommodate the investment and estate planning needs of the Orange County area residents. The office offers Diverse Financial’s full range of products and service capabilities to individuals and their businesses including Life Insurance, Premium Finance Lending, Wealth Management, Stock Brokerage and Private Placement Advisory. The office holds a team of licensed life agents, estate planning attorneys, CPAs and financial advisors and is open Monday through Friday. The office address is 100 Bayview Circle, Suite 330, Newport Beach, CA 92660 and the telephone number is 949-973-2800.
Diverse Financial offers a complete range of financial instruments to high-net-worth individuals, investors and businesses. Using teams of financial specialists, Diverse Financial works to assist clients in developing a long-term financial, retirement & estate plan, making sure their clients understand the importance of updating and creating wills and trusts, having adequate insurance coverage for their spouses and children, and developing long-term financial goals. As a highly recognized insurance and financial services firm, Diverse Financial offers a multitude of insurance and estate planning products to meet their clients' specific needs, protect their finances, and acquire a safeguard for their most important asset—their family.
“The Newport Beach marketplace holds high potential for us. The new office will further strengthen our ability to meet the financial needs of local individuals, investors and companies,” said Robert Dillon, COO, Diverse Financial.
Diverse Financial Corporation was founded on and maintains a strong set of core values. The company is a pioneer and innovator in Wealth Management. They provide creative financial & investment solutions for potential estate tax exposure and retirement planning. Diverse Financial is one of the most respected Corporations in the Insurance and Financial Services Industry maintaining the highest ethical standards. Appointed with over 100 of the most well recognized insurance companies in the world, the company provides Investment solutions that aren’t known to many financial advisors and conventional bankers. Diverse Financial is client driven to develop individual customized plans to meet clients' ever changing objectives. For more information please visit, www.diversefinancial.com.