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Who We Are
Overview
Company
Our Team
Careers
Diversified for Advisors
What We Do
Diversified Difference
Lifelong Wealth
Services
Overview
Financial Planning
Retirement Planning
Investment Planning
Estate Planning
College Planning
Social Security Planning
Charitable/Legacy Planning
Business Planning
Employee Benefits
Executive Equity Compensation
Mortgage and Home Equity Analysis
Tax Planning
Who We Serve
Our Why
Resources
Resources and Downloads
Press
Events
Articles and Blogs
Articles From Our President Andrew Rosen
Our Locations
Diversified LLC – Wilmington, DE Office
Diversified LLC – Wayne, PA Office
Diversified LLC – Birmingham, AL Office
Diversified LLC – West Chester, PA Office
Diversified LLC – Alpharetta, GA Office
Diversified LLC – Cape Cod, MA Office
Diversified LLC – Northampton, MA Office
Start Planning
Contact Diversified
Client Access
Fidelity Login
Lifelong Wealth Planner Login
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Dana Sample
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Diversified Tax Team
Dana Sample
Dana Sample
Senior Tax Accountant
Dana joined Diversified Tax in 2024.