Diversified Wealth & Insurance Services, LLC - Ontario (CA)

Deena Hansen Love my bank. They are always helpfull everytime Im in there.

Chris Went in today to look at their loan offerings. They are very competitive, friendly staff, and have some unique product offerings. Lindsay is very helpful and knowledgeable. No sales tactics, shes straight and to the point and will be honest if they can beat another rate or not if you have a competing loan offer.

Robert Castro It was a long steady process worth waiting! I’m very satisfied on how the whole program went and with such expected positive outcomes. My client service specialist has been very supportive and helpful all throughout the process. Needless to say, Sienna is very professional and courteous in her demeanor. I have been informed of every information and expectations from the very start; from payments up to the timelines, etc. For me, this has been a positive opportunity in my life! Thanks so much for a wonderful life-changing experience!!!

Ken Evans I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for your financial planning needs.