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Diversified Wealth Management Solutions
- Investment Service
- Fresno, CA
About this business
You are able to achieve your wealth management goals in a more efficient and streamlined manner based on the expertise of Diversified Wealth Management Solutions. We have the ability to aid you in finding the solutions that you need. We effectively manage your portfolio with a combination of investments including, but not limited to Bonds (Fixed Income), Stocks (equities), ETF’s and Mutual Funds. You will receive sound advice and good management from us as we take care of your comprehensive financial picture.
Location details
7948 North Maple Avenue, Suite 107, Fresno, CA, 93720, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Mark Alcorn has been my financial advisor for a period of 12 years or more. I have been totally satisfied with the quality of his service but more importantly, with the results of his advice. Phone calls are always returned promptly and personal annual reviews of my account are very much appreciated. I look forward to many more years of my association with Mark. Marti Zimmerle Fresno, CA
I followed Mark Alcorn when he left Citibank, and went to another firm, and then followed him again to Diversified. He has always been great to work with, I trust him, and for me that's the bottom line. He'll work with you and build your plan with you and your best interest in mind. We are all subject to market status, but I will always feel confident with my advisor, Mark.
I have been very impressed with this firm. I have worked with Mark Alcorn and he has taken the time to develop a customized financial strategy, and I could not be happier with how my portfolio is being managed.
Frequently asked questions about Diversified Wealth Management Solutions
How is Diversified Wealth Management Solutions rated?
Diversified Wealth Management Solutions has a 5 star rating with 3 reviews.
When is Diversified Wealth Management Solutions open?
Diversified Wealth Management Solutions is closed now. It will open on Monday at 8:00 a.m.