Diamond Financial Planning Team
Advice for Life
Providing personalized, goal-driven strategies for each and every client, the financial planning team at Diamond Financial Planning, a division of Diamond Credit Union, can assist you with a holistic plan for the future you envision throughout life’s financial milestones.
Adam HartzellLPL Financial Advisor
610-326-5490, ext. 5100
Serving Exeter, Muhlenberg, Wyomissing, and Tower Health/Reading Hospital branches.
Stephen ClarkLPL Financial Advisor
610-326-5490, ext. 2085
Serving Boyertown, Pottstown, and Royersford branches.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.