Diligent Financial Group is a trusted financial services firm based in Newport Beach, CA, offering comprehensive and tailored solutions to help individuals save, invest, and protect their wealth. With a focus on building lasting relationships based on trust, competency, and friendship, they provide sound and practical advice to meet the specific needs and goals of their clients.
From comprehensive financial planning and wealth management to estate planning, education planning, and retirement planning, Diligent Financial Group offers a wide range of services to help individuals achieve their financial objectives. They also specialize in DST investing via 1031 Exchange, business planning, and various investment options such as bonds and bond mutual funds.
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