New Office

California Wealth Firm Expands With Newport Beach Office

Vanessa Doctor 3 June 2011

California Wealth Firm Expands With Newport Beach Office

Diverse Financial, the California-based wealth management firm, has formally launched its new office in Newport Beach.

The new branch was opened in response to increasing demand for investment and estate planning in Orange County, the company said in a statement. It will offer life insurance, premium finance lending, wealth management, stock brokerage, and private placement advisory services.

Diverse Financial specializes in financial and investment services for potential estate tax exposure and retirement planning.

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