Services Offered
Personalized Financial Planning
Customized strategies developed through one-on-one consultations to align with your financial goals and risk tolerance.
Investment Portfolio Management
Professional management of investment portfolios with ongoing monitoring and adjustments based on market conditions.
Annual Account Reviews
Comprehensive yearly reviews to assess performance, update plans, and ensure alignment with your evolving financial needs.
Retirement Planning
Expert guidance on retirement savings, income strategies, and long-term financial security.
Wealth Management Services
Holistic approach to managing assets, including tax planning, estate planning, and risk management.
Reviews
5(3 reviews)
Rating Distribution
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scott m
via Google
over 9 years ago
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.
M
MARTI ZIMMERLEvia Google
over 9 years ago
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
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Lindsay Cederquistvia Google
over 9 years ago
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.
