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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 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 best 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​

132 W. Ramsey St, Banning, CA 92220

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Diligent Investors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Diligent Investors, LLC and its representatives are properly licensed or exempt from Licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Diligent Investors, LLC unless a client service agreement is in place.

Securities offered through M.S. Howells & Co. a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through Diligent Investors, LLC, a registered investment adviser.

M.S. Howells & Co. and Diligent Investors, LLC are not affiliated entities.

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