Diversified Investment Services

  • Financial Services
  • Anaheim CA
  • 20 employees
  • Financial Services
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Company Overview

Headquarters
180 N. Riverview Drive, Suite 220, Anaheim CA
Website
disinc.com
Employees
20
Founded in
1993
Industry
Financial Services
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Financials & Stats

Revenue

$5B

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Who is Diversified Investment Services

Diversified Investment Services is a financial services company based in Anaheim Hills, California. Founded in 1993, the firm employs 20 people and generates $5 million in annual revenue. Diversified Investment Services provides a comprehensive suite of wealth management services, catering to individuals, families, and business owners. Their offerings encompass investments, insurance, tax planning, and estate planning. The firm tailors its strategies and solutions to meet clients' needs at various stages of life. Diversified Investment Services distinguishes itself through its team of experienced investment advisers. Each advisor is an industry expert dedicated to understanding clients' individual goals and financial aspirations. The firm operates as Investment Adviser Representatives of Commonwealth Financial Network, adhering to strict regulatory standards. Clients seeking financial guidance from Diversified Investment Services can contact them via phone at 800.660.8141 or 714.974.4500, or via fax at 714.974.7943. Their website, www.disinc.com, provides further details about their services and expertise.

Diversified Investment Services Industry Tags

Investment Planning
Retirement Plans
Financial Planning for Widows
Insurance
Financial Planning
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FAQ

What is the location of Diversified Investment Services's headquarters?
The headquarters of Diversified Investment Services are situated at 180 N. Riverview Drive, Suite 220, Anaheim CA
What is Diversified Investment Services's official website?
The official website of Diversified Investment Services can be found at disinc.com.
What is Diversified Investment Services's current revenue?
As of November 2019, Diversified Investment Services's annual revenue reached $5B.
How many employees does Diversified Investment Services currently have?
Diversified Investment Services employs approximately 20+ people as of November 2019
Which industries is Diversified Investment Services primarily operating in?
Diversified Investment Services operates in the following industries: Finance, Credit
What are Diversified Investment Services's industry tags?
Diversified Investment Services's industry tags include: Investment Planning, Retirement Plans, Financial Planning for Widows
When was Diversified Investment Services founded?
Diversified Investment Services was founded in 1993.

Employee Directory

Key Employees

Tony Bertocchini

Financial Advisor

Phone Email

Brent Dennard

Operations Associate

Phone Email