Diamond Financial Planning, a Division of Diamond Credit Union, is committed to providing suitable options for your financial future. Our experienced and knowledgeable financial professionals, along with a website full of interactive tools and educational information, offer a full menu of brokerage products and services to help you keep your financial future on track.
Diamond Financial Planning can assist you in the following areas:
Professional Wealth Management
- Personalized management based on your goals and objectives
- Full breadth of products and services to meet your needs
- Ongoing advisory relationship to meet your changing lifestyle
- Tax saving strategies
- Analysis of your retirement goals and expectations
- Traditional IRAs, Roth IRAs & Rollover of 401(k)s and 403(b)s
- Review of your company-sponsored retirement plans
We can also assist you with Personal Insurance, Long-Term Care Insurance, Education Planning, Wealth Transfer, and Estate Planning. Let us help lead you and your family to financial security. Contact Diamond Financial Planning by calling 610-326-5490 or 800-593-1000.
IMPORTANT: To access your accounts online, please have your account number handy. If you do not know your account number, please contact Adam Hartzell at extension 5100 or Stephen Clark at extension 2085.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Diamond Credit Union and Diamond Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial.
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Pennsylvania, Arizona, California, Delaware, Florida, Georgia, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, and Washington. Insurance licensed in Pennsylvania, Delaware, New Jersey, and Virginia. Please note that not all of the investments and services mentioned are available in every state.