Testimonials

I can’t thank you enough for sitting down with my wife and I to spend the time going through everything with us a few weeks ago, and then going through this exercise today. Quite honestly we both came out of this feeling pretty good. Up until going through an analysis exercise like this, saving for retirement it kind of feels like throwing a whole bunch of ingredients into a bowl and hoping it comes out looking like a cake. I really like the fact that we looked at a worst case scenario all the way around to show us what we need to continue to do to make the situation even better.

I look forward to the next discussion, but just wanted to let you know what a huge blessing our meeting was.

*The statement was provided 9/7/2023 by Kevin S. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I wanted to take a moment to thank you for being such great partners to DiamondBack! We are immensely grateful for who you are and how you go about serving your clients.

Your expertise and time invested in our 401k Record Keeper search narrowed a broad field of options, to some strong candidates. You saved me countless hours of research for which I am grateful.

We also appreciate your generosity to the [Smith] family in the wake of [our employee’s] unfortunate passing.

I am excited to partner with both of you to see our employees flourish financially and create generational impact. I know our employees’ interests and DiamondBack’s success are your concern, driving us to sound strategies.

Thank you!

*The statement was provided May 16, 2023 by Morgan Forney who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I wanted to thank you and your team for all the help and advice you have provided my team, but especially me.

Before I met with you, I was very stubborn and oblivious about my financial future and its effect on me and my family. Thanks to your persistence and understanding of where I was financially, you were able to guide, and educate me on where to, and how to start without any or very minimal risk (with free money on company match) to my then current financial situation.

Because of you and your team guidance my financial and retirement future is a lot brighter now.

*The statement was provided May 30, 2023 by Alexis Ortiz Pereira who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I honestly didn’t know what to expect going into this meeting. I just knew that I had a lot of questions and confusion on 401K in general.

You were way more than helpful during our entire meeting. You helped me decide which plan best suits my current needs, and you answered my questions without making me feel belittled for not knowing. We were only scheduled to meet for 20 minutes, but you stayed on the meeting and talked with me for an entire hour. That was so thoughtful of you, and you don’t know how much I appreciated that!

Money is never fun to talk about, but people like you who can help individuals that don’t know a lot about it are needed. It’s an extra bonus when those individuals get to work with someone like you, who really helps and is sincere about it. You can tell that you want the best for those you come into contact with, and it shows 😊

Thank you so much for all your guidance and assistance yesterday.

*The statement was provided April 13, 2023 by Kaitlin Erickson who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.