Liz Daffner

Rocklin, Estados Unidos

5

5 opiniones

Contacto

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Teléfono:
+1 916-905-7526
Sitio web:
www.diligencewm.com
Dirección:
Diligence Wealth Management 6520 Lonetree Blvd, Ste 130, Rocklin, CA, 95765
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Horario local (Rocklin) 10:31 lunes, 2 de junio de 2025

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Inmediaciones

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5 opiniones sobre Liz Daffner

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Tu valoración: 5
Newcastle, CA
I have known Liz for many years and Liz puts forth effort in all aspects of life. She is diligent, dependable and trustworthy. She handles others finances the way she would handle her own with only the most care. She is educated and trained in her field. It is safe to say that working with Liz gives you a feeling of freedom and peace and I highly recommend Liz Daffner for any of your financial investment or insurance needs.
Tu valoración: 5
Folsom, CA
Liz is great. Very personable and knowledgeable in her field. She looked over all my financial information and assets and listened to my financial goals. Then she created a game plan for our finances moving forward. She was very honest and I appreciated that she was not just looking to make a commission. She really took the time to discuss my situation and took time to do some additional research as I had some questions beyond the simple investments. I would highly recommend Liz and discussing your financial goals even if you are just in the beginning stages of financial planning.
Tu valoración: 5
Sparks, NV
Liz is exceptional, not only is she knowledgeable but she is generous with her time. She really listened to what was important to me and tailored my appointment around my specific circumstances. She gave me valuable tips that I had not considered and really put my mind at ease.
Thank God for people like Liz, the financial industry could use many more like her!
Tu valoración: 5
Rocklin, CA
I believe the stock market is going to have a HUGE correction and was seeking an expert in alternative investments so I could further diversify my portfolio. I met Liz and she immediately established a high level of trust. She has a passion for what she does, is very knowledgeable and her recommendations have already proven to be right on target. I recommend her highly.
Tu valoración: 5
Roseville, CA
Let me tell you about Liz, she is «AMAZING»!!! I am so happy to have her as my financial advisor, she is on top of her game with all aspects of my finances. I love the fact that she thinks outside of the box, and puts your money to work for you in alternative markets. She’s not just looking for a paycheck, she’s helping you get to YOUR destination, regardless of where that might be… I have complete trust in her… YOU should too!