Financial ServicesFinancial AdvisorFinancial consultantFinancial Planner
Diamond Wealth Partners
Lodi, Wisconsin
Phone(855) 426-5755
Description
Diamond Wealth Partners is a trusted financial planning and investment services firm serving Lodi, Wisconsin, and surrounding communities. As experienced financial advisors, they specialize in comprehensive wealth management solutions tailored to help clients achieve their long-term financial goals. Their investment services include bonds, common stocks, treasury bills, treasury notes, government securities, and brokerage accounts. Diamond Wealth Partners offers diverse retirement planning options, including Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Educational IRA accounts, along with expert guidance on 401(k) planning and 403(b) planning strategies.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 09:00am – 06:00pm |
| Tuesday | 09:00am – 06:00pm |
| Wednesday | 09:00am – 06:00pm |
| Thursday | 09:00am – 06:00pm |
| Friday | 09:00am – 06:00pm |
| Saturday | Closed |