Diamond State Financial Group
Financial Services
Newark, Delaware, United States
96 employees
- Employees
- 96
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Diamond State Financial Group Overview
- Headquarters
- Newark, Delaware, United States
- Phone Number
- Available in AeroLeads
- Website
- dsfg.com
- Industry
- Financial Services
- Employees
- 96
- Founded
- 1989
- Funding
- 1.2M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Diamond State Financial Group
Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and services from a team of experienced financial professionals. Diamond State Financial Group is firmly committed to providing you with: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with strategies to help you work towards your financial needs. Comprehensive strategies and quality products: We use a comprehensive, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to your needs. Quality service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the interests of our clients. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 900 Prides Crossing Newark, DE 19713
Diamond State Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Diamond State Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Marsico, Cfp®, Mba | Associate Partner - Wealth Manager | Media, Pennsylvania, United States |
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|
| Christopher Burgos, Cfp®, Chfc®, Cfs, Aif® | President & CEO at Diamond State | Newark, Delaware, United States |
Email
Phone
|
| Hardik Shah Cfp® Chfc® Cpfa | Senior Partner and Wealth Manager | Greater Philadelphia, United States |
Email
|
| Stephanie Patterson | Sr. Recruiter at Diamond State Financial | Newark, Delaware, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
9 profiles
Manager
4 profiles
Senior / Lead
3 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 2 |
| General | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |
Diamond State Financial Group Tech Stack
Cloud / infrastructure
1 profile
Product / design
1 profile
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