Financial Advisors Diddel & Diddel - Wealth Management
Financial Services in Stamford, CT
Stamford based wealth management involving Strategically Managed Portfolios, life insurance, and overall financial planning for you and your family to make sure you are set and your financial goals are met! Let us help you focus on achieving your retirement or other long-term financial goals and managed wealth accumulation. They are built with the long-term in mind and strive to produce results under all market conditions. Some portfolios are provided by experienced third-party money managers, others are managed in house by Diddel & Diddel. We use a combination of best-of-breed ETFs and mutual funds. The strategies are offered for qualified accounts and in tax-aware versions for non-qualified accounts, to optimize tax efficiency!
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Financial Planning
read moreThe financial planning process will help you define, prioritize and quantify your goals. The plan is a base from which to make financial decisions, but the plan can and should change over time based upon changes in your personal circumstances. Financial planning is not a one-time event, but rather an ongoing process.
Asset Management
read moreOur Dividend Growth and Income Strategy provides income, less volatility and a preservation of capital value oriented style. All portfolios are diversified across market sectors and consist of dividend paying equities of both large and mid-capitalization. The portfolio manager will also use government and high grade bonds, ETFs and cash to provide income, balance the portfolio and lower risk in adverse market conditions. We have a long term approach to investing which minimizes both taxable consequences and transaction costs.
Life Insurance
read moreTalk to us today to learn the advantages of a Diddel & Diddel Life insurance strategy. We have strategized a life insurance policy with options that have potential for you to obtain suplimental tax free income to take care of you and your family. Traditional life insurance loans and withdrawals may generate a tax liability if not properly structured. Contact us today to learn how Diddel & Diddel can structure your policy to work, grow, and be tax efficient for you and your family.
Business Insurance
read moreDiddel & Diddel is an independent firm and we will use the most appropriate insurance carrier for the specific client need. We will only use highly rated companies and generally utilize no-load policies.
Our highly focused underwriting process ensures the best risk-rating for the client, and minimizes the length of the underwriting process.
Our highly focused underwriting process ensures the best risk-rating for the client, and minimizes the length of the underwriting process.
Retirement Planning
read moreAt Diddel & Diddel, we believe that every person is unique. We know that crafting a retirement plan can be worrisome and stressful, and that is why we customize our plans to you. We can help you accurately and adequately receive benefits from various sources like your 401k, IRA, and Social Security at times relevant to your unique situation. Our goal at Diddel & Diddel is to provide the information necessary so that you can make the best decision for you.
TAX Reduction Strategies
read moreAt Diddel & Diddel, we pride ourselves on doing what we know best: financial coaching! We serve our clients as personal financial coaches not typical financial managers.
We are committed to coach you and help you along the way toward success. We are not here to tell you how to spend your money! We believe that the only person who should control your money should be you. We will provide you with top of the line coaching, and work with you on avenues to pursue. Thats it, thats us, and thats Diddel & Diddel.
We are committed to coach you and help you along the way toward success. We are not here to tell you how to spend your money! We believe that the only person who should control your money should be you. We will provide you with top of the line coaching, and work with you on avenues to pursue. Thats it, thats us, and thats Diddel & Diddel.
Testimonials
Akira A.
read moreThe financial advisors at Diddel & Diddel are extremely knowledgeable and helpful! I called in with questions regarding life insurance and wealth management. They didn't hesitate to help and treated me as if I was family! Great people, Great firm And they do a lot for the Stamford community.
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Diana Pils Marino
Nov 03, 2018
Professional service!
Very knowledgeable and professional staff to handle all of your investment needs. Value for Money
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Jaylen Vivian
Jun 29, 2021
100% recommend!
If your looking for the best financial advisors then you must speak with Diddel & Diddel! They will work with you and get to know your situations and financially plan with you for growth. They explore so many different avenues for the best wealth management and growth opportunities and they will 100% put you and your success first. Value for Money
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Mara Murphey
Jun 02, 2021
Amazing company!
Diddel & Diddel is an amazing company. They really get to know you and your family to create custom financial plans tailored to your goals. This wealth management company truly makes you feel like family! On top of all of that they are extremely involved in the Stamford / Greenwich community with tons of charity events. Value for Money
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