Diversified Financial Management, Inc.

Diversified Financial Management, Inc. (DFM) is an independent wealth management company. It is based in Norwell, Massachusetts. William N. McKenna is the president of the organization. He founded DFM in 1986. The company serves a diverse client base. It offers free counseling sessions to would be clients.

More About Diversified Financial Management, Inc.
Diversified Financial Management, Inc. renders its services for a fee. The company boasts of a diverse client base. They include doctors, lawyers, owner of businesses, corporate managers, retirees and the like.

Diversified Financial Management, Inc. as an organization focuses on providing personalized and effective investment solutions to clients.

Financial Services of Diversified Financial Management, Inc.
Diversified Financial Management, Inc. provides a host of financial planning solutions. Some of the heads are retirement planning, corporate retirement planning, strategies for augmenting retirement income, wealth counseling, planning for estates, management of investment, tax planning service, cash flow study, lifestyle counseling, philanthropy and planned donation, banking, mortgage, health insurance, investment strategies, educational funding strategies, risk management, real estates and the like.

Wealth Management Services of Diversified Financial Management, Inc.
The wealth management services of Diversified Financial Management, Inc. are meant for wealthy clients. They have high asset value. The various options provided to the clients here include independently managed investment portfolios, REITs, split up bond portfolios, special income securities, mutual fund investment options and the like.

Diversified Financial Management, Inc. also provides effective monitoring strategies for client investments.
Investment Research Activity of Diversified Financial Management, Inc.
Diversified Financial Management, Inc. carries on relevant research activity on market parameters. The company constantly upgrades its database about the changing market trends on concerned issues. Clients are regularly posted about the latest developments and relevant analyses. The company also provides benefits consulting.
Contact Details:
Diversified Financial Management, Inc.
Corporate Office
80 Washington Street, Suite O-54
Norwell, MA 02061
Phone: 781-792-0440
Fax: 781-792-0606

Florida:
2126 S.E. Talbot Place
Stuart, FL 34997
Phone: 772-463-5373
Fax: 772-463-5374

 

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Last Updated on : 1st August 2013

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