What Our Clients Say

  • "Overall, I continue to feel good about all my interactions with [the] team. I feel like my customers are in good hands and I won't be having any nagging worries about them. More than that, I feel that you will be offering them services such as financial planning, trust advice, and estate planning. [The] team is always respectful and professional. I couldn't really ask for or expect more. Thank you."

  • "Let [the team] know that the work you guys did …. was one of the major life events that has given them peace in this time of challenge. Again, I thank you all for what you have done."

  • "Thank you so much for meeting with us last week to review our finances and retirement projections. Your insight and expertise was greatly appreciated by us both. We look forward to working with Diesslin in the future."

  • "In these tough times of being caught between the jaws of falling markets and skyrocketing prices, prudence is the watchword. You help us with that. We appreciate the astute manner and diligence that you apply in helping us manage our financial resources."

  • "Just wanted to thank you and all the crew for yesterdays’ meeting. You did an excellent job of making her feel comfortable. I felt it advantageous for my daughter to become aware of the great people at Diesslin Group!! "

  • "Thank you all for a good meeting. I am so grateful we were able to talk with you all and get a good plan going. Guess I should have known it would be great — after all these years of relying on your good work, honesty, and friendship."

  • "After my husband’s death, I found a note he had written that if something ever happened to him, I should contact Diesslin Group."

  • "You all make our lives so much easier."

  • We really appreciate each of you and the role you play in securing our future.

  • Well, we close on the house next week so we are very happy! Many thanks to you and everyone there for helping to make this happen. We both know without your firm it would never have been possible.

  • From day one we have always felt fortunate to have your financial guidance.

  • I feel a strong connection to the firm based on the original referral from our Mom. We have received excellent service and value from the entire team for the past 30+ years.

The testimonials or comments displayed on this page are provided by individuals who are current or former clients of our firm. These are voluntary and reflect each client’s unique experiences and opinions.

  • No clients were compensated, either in cash or non-cash form, for providing these testimonials.

  • To our knowledge, there are no material conflicts of interest influencing the content of these statements.

  • Testimonials may not be representative of the experience of all clients and are not a guarantee of future performance or success.

  • We have not solicited exclusively favorable feedback and maintain records supporting the fair and balanced presentation of client experiences.

If you would like to know more about our testimonial policies or compliance practices under the SEC Marketing Rule, please contact us directly.