Reviews for Diazo Wealth

20 Ratings

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 1, 2022
Justin and his team are everything you hope to find in a financial manager. I have trust and confidence in the team managing my finances, and that was very difficult to find. The team regularly reaches out with updates and suggestion, while ensuring that I’m updated as much (or as little) as I want to be. Justin is honest, proactive, straight forward, knowledgeable and, most importantly, adaptable to the individual he is working with. He will listen to your needs and make recommendations that are best for your particular situation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kimberly P
Kimberly P

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 31, 2022
I have been with Seth and Justin for over a year now and I'm extremely pleased with how they've managed my investment portfolio. One of my fears has been inflation and my portfolio has weathered the storm. More importantly, I have the peace of mind knowing that I'm on track to retire and live the life I want. I completely trust the team at Diazo Wealth Group and recommend their services to everyone who wants to have financial freedom.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Client is a family member of an advisor with the firm
Avatar for Robin Crawley
Robin Crawley

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 31, 2022
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Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sky Blu
Sky Blu

5 Stars

✅ Wealthtender Certified Advisor Review™
May 30, 2022
Factored in portfolio growth with pension and anticipated expenses for kids' education to put us on a path to maintain our current quality of life. Great person with phenomenal perspective and insight. I'm extremely pleased.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeremy and Krista C.
Jeremy and Krista C.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 30, 2022
Justin tailored his advice based on the sale of a business and future income. We have referred family and friends to Justin who continue to work with him. Justin is very welcoming, contactable, courteous and a truly professional financial advisor who explains everything thoroughly. Such a pleasure to work with. We look forward to a continued relationship and further recommendations to family and friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Herby and Taryn O.
Herby and Taryn O.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 30, 2022
I am a few years from retirement. Justin is managing my portfolio to make my quality of living, in retirement, comparable to my current standard of living. Justin is extremely knowledgeable and has an interest in meeting my financial goals. He has done quite an excellent job. Justin is very good at what he does.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Family member works for the firm
Disclosure: The client's spouse is an admin for the firm
Avatar for Caroline and Joseph L.
Caroline and Joseph L.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
Justin has taken into account that my income fluctuates from year to year. Knowing that and my goal to retire I feel he's provided sound advice for my wife & I to follow. We have shared his contact information with many of our close friends and family, some of whom are know working with Justin as well. He has given us the confidence to make decisions as they relate to retirement. Trustworthy, faith & knowledgable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michael and Brenda C.
Michael and Brenda C.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
He is active in our budgeting allowance toward investments monthly based on capital avail to infuse into portfolio. He tailored a plan that works for us individually based on our circumstances. Is flexible and always proactive as it relates to changes in the current financial climate. His planning is based on our long term goals and objectives. Trust him explicitly. Justin has taken us from a place of uncertainty about our retirement plans and financial future to a plan that os actually working for us. I couldn't be happier with what he has done for us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Danny and Mary M.
Danny and Mary M.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
The advisor has listened, debated, and has been flexible in his approach to what I feel my continuing and changing goals are as the market dynamics continue to influence our approach to building wealth for my family. I tell my friends and family that my advisor lives and breathes the financial markets which makes him very knowledgeable. He does his best to always make himself available to me if I have questions or concerns. He tailors my investments to my needs. He cares about his customers. I have worked with many financial advisors over the years and having worked 35 years in the financial securities business myself I can usually tell when someone is knowledgeable, dedicated and sincere. Justin Long is the best financial advisor I have had.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg and Virginia H.
Greg and Virginia H.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
Justin listened to all my concerns and we discussed my current personal situation, personally and professionally to advise me. He used experience from other clients and his wealth of knowledge and connections with other professionals to guide decisions that needed to be made. I would let them know that Justin as been a good listener, and is knowledgeable in his field. He is friendly, respectful and considerate of time and feelings I have. I feel he is genuinely there to do what is best of his clients. Justin is personable, yet professional. He is knowledgeable and willing to give his time to help you feel comfortable with decisions that need to be made. Justin was empathetic with my situation. He personally helped with phones calls to agencies that needed to be contacted, as well as, assisting with filling out forms, and answering all my questions. If he didn't have the answer, he knew someone that did and got right back to me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tammy L.
Tammy L.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
He listens, He is honest, He tells you what is good for you and what is not. He reads people well. Personable. He also makes me money.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Catherine and Robert J.
Catherine and Robert J.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
About 15 years ago, Justin became my Fidelity account advisor. During the time at Fidelity Justin provided above and beyond financial advice. Nine years ago when my husband was diagnosed with terminal cancer, Justin adjusted my financials to enable me to have immediate, available cash on hand. When my husband passed, Justin held my hand as we navigated the months that followed. When Justin opened Diazo Wealth Group, I immediately joined and it was one of the best decisions I have made. Recently, Justin supported my decision to move to Cedar Crest Village and again held my hand and advised me through the long-distance move. Justin recommended my realtor and he spent countless hours supporting me through the financial maze. I am now happily settled(almost) and I know without a doubt that Justin was instrumental in securing my new future. Words cannot describe Justin's loyalty and dedication. He is a rare gem! As I have previously said, Justin is supportive, dedicated and continues to consider my best interests. Justin is not your average financial advisor. He considers my best interests and will tirelessly work to ensure my financial stability. Justin is a rare gem that I am glad I found!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sue C.
Sue C.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
I send everyone I know to Justin. I have come to know Justin and trust him with my wealth and finances. Justin is the best of the best. He will never steer me wrong. He always has my best interest at heart. Justin will answer me whenever I call with whatever random questions I can think up.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Christopher and Ariean S.
Christopher and Ariean S.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
Justin customizes your financial needs, based on your goals. He gives personalized service, he knows his clients well. Highly recommend Justin Long.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Deborah Ann B.
Deborah Ann B.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 25, 2022
Justin is aware of all of my various investments. Information is always concise and informative. My specific investments with his firm reflect a portion of my overall investment strategy. He is sensitive to this and attends to the details with this in mind. Justin is very knowledgeable about investing and associated topics. He is very easy to work with, attends to the details, and works very hard to stay in touch with the investment climate. He is also a very good communicator of complex topics.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for William M.
William M.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 16, 2022
The team at Diazo is a dedicated group that knows no ends when it comes to making clients feel comfortable, safe, and confident about their future. These folks are transparent, clear, communicative, and I'm so grateful for them.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Moschella
James Moschella

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 17, 2022
-
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matthew Mullin
Matthew Mullin

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 16, 2022
-
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tommy Stetter
Tommy Stetter

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 16, 2022
-
Relationship to Financial Advisor: Referral Partner
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris Balatico
Chris Balatico

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 16, 2022
My family and I have been with Justin Long with the diazo wealth group for many years now and we truly appreciate the friendship, guidance and advice we expect and need. We always feel like we have a strong communicative balance of understanding even in the most complicated and difficult situations in the financial world. Looking forward to more growth within our personal portfolios as well as our friendship with Justin Long.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave Ritz
Dave Ritz