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Diligent Investors LLC

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  2. About Us
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to help reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the most suitable financial advice for your particular situation.

About Us

  • Our Philosophy
  • Our Process

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 800-798-5713

Email: contact@diligentinvestorsllc.com​

1447 Ford St, Suite 200, Redlands, CA 92374

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Investment advisory services are offered through Diligent Investors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offers legal or tax advice.  This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department . Check the background of the investment firm on SEC’s  ADVISER CHECK.

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