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Black Diamond Financial Group, LLC

Black Diamond Financial Group, LLC


Black Diamond Financial Group, LLC's financial review

Employees

2


Black Diamond Financial Group, LLC information

We are a wealth management company whose primary focus is to build trusted relationships with all levels of investors including high-level executives, professionals, business owners, and retirees while providing advice, investment and professional services based on that particular client's needs and objectives. Ed chose to share the partnership with LPL Financial to be able to offer clients more i...
We are a wealth management company whose primary focus is to build trusted relationships with all levels of investors including high-level executives, professionals, business owners, and retirees while providing advice, investment and professional services based on that particular client's needs and objectives. Ed chose to share the partnership with LPL Financial to be able to offer clients more in terms of research and investment products. LPL Financial was formed in 1989 and is the #1 independent broker/dealer in the country.* LPL helps us to provide our clients with professional research, objective guidance, marketability, and flexibility so we can remain refreshingly client-focused. They also offer unparalleled training and support of all financial advisors.*As reported by Financial Planning magazine, June 1996-2018, based on total revenueOur goal is to be there for our clients throughout the investment process: determining financial needs and objectives, creating the investment plan(s), providing performance reports, and meeting regularly to review their plans. Clients are able to feel comfortable bringing whatever financial questions they have to us. Black Diamond Financial Group is dedicated to our clients and has much to offer our clients in working toward financial security.Third party posts found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial and for accuracy or completeness.For a list of states we are registered to do business, please visit www.blackdiamondfg.comSecurities offered through LPL Financial, Member SIPC (www.SIPC.org)/ FINRA (www.FINRA.org) Advisory Services offered through Good Life Advisors, a registered investment advisor. Good Life Advisors and Black Diamond Group, LLC are separate entities from LPL Financial.

Black Diamond Financial Group, LLC industries

Financial services

Black Diamond Financial Group, LLC's financial review

Employees

2

Employees

Private Wealth Advisor
Executive Assistant

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