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Resources to Save You Time

under one roof

In an effort to save you time, we’ve compiled resources all under one roof to make your life more convenient. Below we’ve listed trusted financial professionals that we’ve worked with for years that are available to assist you with various aspects of your financial life, from your taxes to insurance needs or legal assistance. We also have a list of wellness professionals if you’d like a connection to enhance your health and happiness. As you know, we believe that wealth alone isn’t enough – we want our clients to live a healthy and fulfilling life as well, and we’re here to help you facilitate that in any way we can. 

TIME IS MONEY

We’ve partnered with trusted professionals to help save you time, because we know that your time is valuable

time is money

In House Resources Professionals within the Diversified family

At Diversified tax, we provide bookkeeping and accounting services in addition to personal, business and non-profit tax preparation, incorporation and more. 

Diversified Tax

At Diversified tax, we provide bookkeeping and accounting services in addition to personal, business and non-profit tax preparation, incorporation and more. 
Diversified insurance offers Lifelong insurance protection, through home, auto, umbrella, life, disability and long-term care insurance policies. 

Diversified Insurance

Diversified insurance offers Lifelong insurance protection, through home, auto, umbrella, life, disability and long-term care insurance policies. 

Outsourced Resources Our trusted partners

Lawyer
When you need legal advice, from personal to professional matters, Michael Salad is available to help.

Michael Salad, Equire

Lawyer

When you need legal advice, from personal to professional matters, Michael Salad is available to help.
Apex Home Loans   Matt's been helping homeowner make their dreams come true for over 17 years. He's here to help you navigate purchasing a new home or refinancing your home. 

Matt Lieberman

Apex Home Loans  Matt’s been helping homeowner make their dreams come true for over 17 years. He’s here to help you navigate purchasing a new home or refinancing your home. 

HEALTH IS WEALTH

Without your health, your wealth is meaningless. These partners focus on your phsycial and mental well-being.

health is wealth
Autumn Nessler

Autumn Nessler

Retirement Options Coach

Autumn is a certified retirement options coach, available to help you with your transition to post-career life.
Registered Dietician Lindsay is a registered dietician available to help with your nutritional needs.

Lindsay Rosen, RD Registered Dietician

Registered Dietician Lindsay is a registered dietician available to help with your nutritional needs.
Life Coach 
Jen Groover is a best-selling author and life coach. She offers ongoing classes, which you can sign up for here.

Jen Groover

Life Coach

Jen Groover is a best-selling author and life coach. She offers ongoing classes, which you can sign up for here.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.