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How does the advisor help clients – Key Takeaways:

DIF US is a reputable financial advisor that offers a wide range of financial services to help clients achieve their financial goals. They specialize in personalized investment management, financial planning, and retirement planning strategies.

The key takeaways from working with DIF US are their expertise in financial matters, personalized approach to planning, and commitment to helping clients achieve their financial goals.

Facts and Insights:

DIF US has been in business for over 10 years, and during that time, they have built a strong reputation as a trusted financial advisor. They currently have over $500 million in assets under management and a team of highly qualified and experienced advisors.

The team at DIF US stays up-to-date on market trends and continuously analyzes investment opportunities to create tailored financial plans for clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10+ Over 10 years

Financial Services Offered:

DIF US offers a comprehensive range of financial services to assist clients with their wealth management needs. These services include:

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning

Client Types:

DIF US works with a diverse range of clients, including individuals, families, and business owners. They understand that each client has unique financial goals, and therefore they tailor their services to meet the individual needs of each client.

Fees & Compensation:

DIF US operates on a fee-only basis, which means their compensation is solely based on the services they provide to clients. This approach ensures that their advice is unbiased and in the best interest of the client. Their fees are transparent and are based on the size and complexity of the client’s portfolio.


DIF US was founded by a team of highly qualified and experienced financial advisors who are committed to helping clients achieve their financial goals. They have a strong track record of success and have received recognition for their outstanding services in the financial industry.

Financial Advisor Disclosures to Know:

As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures. Some important disclosures to know about DIF US include:

  • They are a registered investment advisor with the Securities and Exchange Commission (SEC).
  • They may have affiliations with certain investment companies or products, but always act in the best interest of clients.
  • They may receive compensation from third parties for referring clients, but always fully disclose these arrangements to clients.
  • They have a fiduciary duty to act in the best interest of clients and always prioritize their needs above their own.

Company Information

Main Office

Mail Office

Other Information

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