Diversified Financial Consultants, LLC was founded by Alan Jay Levine and Bob Scola in May 2010 so as to serve our clients with unparalleled integrity and dedication. Our advisors have, on average, over two decades of experience, and each advisor is supported by the total resources of the firm.
Our Commitment
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you work toward your goals.
Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 862-579-3500.
Our Responsibility
Diversified Financial Consultants is committed to being an Environmental, Social, and Governance (ESG) aware company. According to Pax World Investments, this type of sustainable investing is believed to create investment portfolios that “meet positive standards of corporate responsibility and are more focused on the long term.”
Learn more about the stance of LPL Financial here.
For more information about Responsible Investments, please see these Calvert Principles.
