We have been working with this group for 11years now. They are always helpful and never too pushy. They really want to help us understand what we are getting ourselves into and when we have had hesitations even on the way out the door, they were willing to set things right. We have put together our entire estate plan with this team and would gladly recommend them to anyone who is looking to make control of their financial future.

My family and I have been investing with Diversify for over 3 years and it has been a great experience. They painstakingly helped my wife and I get all of our outstanding retirement accounts in to one. They also organized our investments into Roth and Traditional IRAs appropriately. Their team is great. Ive worked with Becky and Jenie C. and they were both so helpful.There are some other reviews here about unresponsiveness but weve never experienced that. I would recommend making an appointment and personally meeting their staff. We plan on staying with them for years to come. Ive recommended them to others and they are Dave Ramsey approved and actually follow his Baby Steps.

I have been working on and off with Diversify for a little over a year and I have been nothing, but pleased with their services. They are very accommodating, thorough and professional. I even recommended a co-worker to go see them and he wont stop telling me how happy he is with them. In my experiences with them they are, down to earth, honest people that are not going to try and sell you on a bunch of fluff, but rather guide you to the very best of their abilities through the complicated world of investing. I like that I feel like they are working for me and not the other way around.

I want to change my review and say thank you to the owner for reaching out to me to try and remedy the situation that occurred due to lack of communication from one of the employees. He cares about his business.

No one seems to work here and cant call back...

These guys know how to handle money