Diversify — Local services in Sandy

My family and I have been investing with Diversify for over 3 years and it has been a great experience. They painstakingly helped my wife and I get all of our outstanding retirement accounts in to one. They also organized our investments into Roth and Traditional IRAs appropriately. Their team is great. I've worked with Becky and Jenie C. and they were both so helpful. There are some other reviews here about unresponsiveness but we've never experienced that. I would recommend making an appointment and personally meeting their staff. We plan on staying with them for years to come. I've recommended them to others and they are Dave Ramsey approved and actually follow...

We have been working with this group for 11years now. They are always helpful and never too pushy. They really want to help us understand what we are getting ourselves into and when we have had hesitations even on the way out the door, they were willing to set things right. We have put together our entire estate plan with this team and would gladly recommend them to anyone who is looking to make control of their...

Diversify has been a great group to work with. Dan Luke has been our advisor for many years now. We have learned a lot from Dan. He has guided us on our financial journey and that guidance has made a positive difference for us. The insurance services have been great too, Rick has always been top notch. I can honestly say that the entire crew at Diversify will provide the customer service you are...