About
Overview
BBB Accredited Since: 6/20/2024
Years in Business: 7
BBB Accreditation & Rating
About This Business
"True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future."
Diamond Wealth Advisors provides Wealth management for retirement, businesses, education, and planning for emergencies. Also provides Insurance where needed.
Business Details
- BBB File Opened:
- 6/4/2024
- Business Started:
- 6/3/2017
- Business Incorporated:
- 9/5/2023
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. James DeGaetano, Owner
- Ms. Chrissy Ward, Partner
Additional Contact Information
- Principal Contacts
- Mr. James DeGaetano, Owner
- Ms. Chrissy Ward, Partner
- Customer Contacts
- Mr. James DeGaetano, Owner
- Ms. Chrissy Ward, Partner
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 391480 for this business, issued by Insurance Department-PA. The expiration date of this license is 7/31/2025.
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
BBB records show a license number of CA049290 for this business, issued by Bureau of Professional & Occupational Affairs (BPOA)-PA. The expiration date of this license is 12/31/2025.
Bureau of Professional & Occupational Affairs (BPOA)-PA
PO Box 2649
Harrisburg PA 17105
BBB records show a license number of 1165286 for this business, issued by Insurance Department-PA. The expiration date of this license is 12/19/2025.
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Additional Information
- Business Categories
- Wealth Management, Investment Advisory Services
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