Liz Daffner

Liz is fantastic! My husband and I are going through some financial trouble and Liz took the time to help explore and explain options to help get us on the right track. She is professional, kind, and non-judgmental toward anyone's current financial situation.

Liz is extremely trustworthy, very professional and smart. She takes the time to understand your financial situation, your needs, and discuss the appropriate investment options that would be best for you and your family. She is very hard working and I am always confident in her abilities to provide top-notch service and sound investment advice. And she is DILIGENT, just like the company name! Highly recommend.

My wife and I have been clients of Liz for three years. We could not be more pleased with how she understands our financial concerns and delivers consistent and caring personal service. She is now not only our financial adviser, but a friend.

I have been working with Liz for over 14 years. Her advice has always been spot on and this has created several wealth earning opportunities. Liz is very professional, very up to speed with today's changing market and LISTENS to your needs and provides you with options ! Not only does she handle every question with grace and knowledge but she teaches you a little something each time. I love that she is managing not only my finances ... but my husband's ... my son's and my daughter's !!! I highly recommend her and I trust her decisions ... regardless of what the market throws at me !!! You will

I would whole heartedly recommend Ms. Liz Daffner with Diligences Wealth Management. I have been working with Ms. Daffner for several years and have found her to be professional, knowledgeable and easy to work with on our goals. Ms. Daffner takes the time to time explains options, break down all of those daunting financial complexities and makes them easy to understand, so you can make the right choices for your future.

I met with Liz to develop a comprehensive financial plan. I was extremely impressed with her professional manner and knowledge of the markets. Liz developed a plan that was thorough and easy to understand. Additionally, she made sure that I understood the reasoning behind the investments as well as the associated risks.

I came away from the meeting feeling much more confident in my financial future going forward. I would highly recommend Liz to anyone seeking a financial planner!

I came to Liz,
who really helped me because that's what she does. She is about people and was there for me when I most needed her. She help to address those things that concerned me. She is very Personable and she listened to my concerns and even spent extra time. I appreciate Liz and I am glad I came across her. It is without hesitation, I recommend Liz as one of the best Financial Advisors out there. You will be glad you did, she put me at ease and made me feel comfortable. She is very knowledgeable and She was very helpful and she gets things done.
Thank you Liz, for all your hard work

My husband and I went to see Liz for a financial planning consult. We were both very impressed with her. She spent a lot of time with us and really made us feel comfortable with our finances after we left. I would highly recommend her to anyone!

We contacted Liz to help us manage our finances. She was extremely professional, thorough and friendly. She put financial management into perspective for the first time in my life, I can't help but think that if we had found her sooner, we would be in a much better financial position now! We are looking forward to working together and excited to see how else she can help us manage our finances and our future.

Met with Liz Daffner in her office. She stayed later so I could meet with her after work. I walked into her office knowing nothing and I walked out with information about how to handle my finances better. We talked about planning for retirement and building savings. Liz is smart, patient, she listened to everything and I would recommend her.

Liz does a great job of finding the right financial instruments for your particular needs and risk aversion, without regard for the commissions she might earn. She knows that a referral from a satisfied client is far more valuable than an extra few bucks off of a sub-optimal investment. Liz will listen carefully to what you want to accomplish with your savings, and then show you all relevant options to achieve those results. She has all the training and licensing to make your investment goals become a reality. I can't thank her enough.

I have been working with Liz for several years now. Not only does she handle my company's retirement plan, but I have referred many clients to her over the years. I have had nothing but great feedback from all that have worked with her. She is very honest and she does the required research to make sure that her client's needs are met in the best possible way.
Liz is not a one trick pony - her investment options for her clients go way beyond the stock market, and she really does her due diligence to match the best possible solutions to her client's needs.

Liz has helped me for several years now with stock purchases and alternative investments. She sits down with the client and reviews their total portfolio. She discussing the clients comfort level with all the different types of investment strategies and makes recommendations based on their answers.
I would highly recommend Liz for her integrity and knowledge about all financial investment products.

I have known Liz for many years and Liz puts forth effort in all aspects of life. She is diligent, dependable and trustworthy. She handles others finances the way she would handle her own with only the most care. She is educated and trained in her field. It is safe to say that working with Liz gives you a feeling of freedom and peace and I highly recommend Liz Daffner for any of your financial investment or insurance needs.

Liz is exceptional, not only is she knowledgeable but she is generous with her time. She really listened to what was important to me and tailored my appointment around my specific circumstances. She gave me valuable tips that I had not considered and really put my mind at ease.
Thank God for people like Liz, the financial industry could use many more like her!

Having never had a financial advisor before, I recently decided I wanted and needed to get my finances in order by analyzing my situation and coming up with a sound game plan to improve it. Based on reviews, I decided to meet with Liz, who was kind enough to meet me at her sister office closer to my workplace so I could meet with her during my lunch time. She listened to my situation and desired direction/goals before sharing her feedback/recommendations and constructing a game plan to pave the way towards a sounder financial and retirement situation. I found her to be very professional, courteous

I believe the stock market is going to have a HUGE correction and was seeking an expert in alternative investments so I could further diversify my portfolio. I met Liz and she immediately established a high level of trust. She has a passion for what she does, is very knowledgeable and her recommendations have already proven to be right on target. I recommend her highly.

Liz helped me revise my 401k plan to where it fits my goals in the long term.
She is very knowledgable when it comes to financial planning, and is a huge asset to my friends and family.