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Financial Peace of Mind

Financial Peace of Mind

We will work closely with you to develop a strategy that gives you financial peace of mind. We have your back.

You're Our #1 Priority

You're Our #1 Priority

Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life. 

Working For You, Not Wall Street

Working For You, Not Wall Street

We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step. 

Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

We will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Retirement and Estate Planning

Retirement and Estate Planning

In fact, during retirement It's more important than ever to work with a financial professional

Bob Diamond

CEO/Founder

(708) 995-7727

bob.diamond@cfdinvestments.com

Bob has been in the financial services industry since 1995 when started his career at Equitable/AXA as an advisor. After 2 years Bob went independent to enhance the client experience. Presently, he is a Registered Representative,...

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