A newly updated finance management and retirement planning service has been launched by Diazo Wealth Group. They provide a concierge approach for clients in Henderson, Nevada and pride themselves on excellent customer service.

HENDERSON, NV / ACCESSWIRE / July 15, 2020 / Diazo Wealth Group has launched an updated service for clients around Henderson, Nevada. They offer bespoke financial planning, investment and retirement planning services to help clients enjoy a financially sound future.

More information can be found at: https://www.linkedin.com/in/justinlongcfp

When working with Diazo Wealth Group, clients will be paired with two industry-recognized professionals. First, their advisor will be a Certified Financial Planner, and secondly all clients portfolios are managed by a Certified Financial Analyst.

This means that the professionals clients are partnering with have shown an acumen and education level within the industry that is rare. Current data shows that less than 25% of all advisors hold the CFP and less than 5% hold the CFA.

Justin Long has spent more than a decade locally in the Las Vegas Valley and has a degree in Economics with a focus on finance. His goal is to inspire his clients and helping them to enjoy their life, regardless of what stage they're at.

Diazo Wealth Group takes a concierge approach to finance management and planning. This means that clients have access to their plan whenever they require it through industry-leading technology.

They will also have access to their planning and investment team at their convenience. Clients can connect with the team as required, and with over 50 years of combined experience, the team can guide them to retirement planning success.

Justin Long states: 'My goal is to inspire my clients through every appointment, check in call, and interaction to be better versions of themselves, be it a mother, father, sister, brother grandparent, or coach. I thoroughly enjoy getting to know someone's why and how they enjoy life to the fullest.'

With the bespoke services on offer through Diazo Wealth Group, clients can optimize their taxes, build their wealth, and retire secure in a smart financial strategy.

Clients can build their investment strategy with Riskalyze technology. This is an award-winning approach that quantifies acceptable levels of risk and reward. Services are rooted in the client's goal and designed to help them achieve their ideal financial future.

Additional information is provided at: https://diazowealth.com/meet-the-team

Interested parties can also find out more here: https://www.diazowealth.com

Registered Representative and Investment Adviser Representative of and offers securities and advisory services in states where registered through E.K. Riley Investments, LLC. Member FINRA and SIPC, Broker Dealer and an SEC Registered Investment Adviser.

Diazo Wealth Group is a division of E.K. Riley Investments, LLC

Contact Info:
Name: Justin Long
Email: Send Email
Organization: Diazo Wealth Group E.K. Riley Investments, LLC
Address: 10120 S Eastern Ave, Suite 236, Henderson, Nevada 89052, United States
Phone: +1-702-278-6560
Website: https://www.diazowealth.com/meet-the-team

SOURCE: Diazo Wealth Group E.K. Riley Investments, LLC