Testimonials
What Diener Money Clients Are Saying
We are excited to share these firsthand accounts of how our financial services and process have positively impacted the lives of our clients. Take a moment to browse through these testimonials and discover what we are all about.
“Diener Money Management has always kept my best interest at heart and has consistently steered me in the right direction financially. Their staff is very courteous, friendly and helpful. I would recommend them to anyone.”
Carol S. | Quakertown, PA
This statement is a testimonial made by a client of the financial professional on 03/26/2023.
“Experienced, knowledgeable, smart, passionate and most importantly caring. Seth Diener is the best and proudly, I invest with him & the Diener Money Management team. Based on my goals and ambitions, he provides sound advice on how to grow my investment at the risk level that I chose. The best in the business.”
Rose P. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 03/24/2023.
“Seth has been my financial advisor for the past 20 years, from the time I first began my professional career. He has consistently demonstrated a deep understanding of the financial industry and has provided me with expert advice on a range of financial matters, including investment strategies, retirement planning, and risk management. His insights have been invaluable in helping me pursue my financial goals.
One of the things I appreciate most about Seth, and Diener Money, is their commitment to personalized service. They take the time to understand my individual needs and circumstances and tailor their recommendations accordingly. I would highly recommend Seth to anyone seeking expert financial advice and guidance.”
Christina & Brian F. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 03/06/2023.
“The people who make up Diener Money Management are hands down the most professional, friendly, and reliable individuals I know, who come together and make the perfect team!
I have been investing with them for over sixteen years and my investment profile couldn’t be better – and I couldn’t be happier.”
Jaclyn E. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 03/06/2023.
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Seth and his team have this and more. His dedication to clients and his business excellence sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.”
Andrew B. | Columbus, OH
This statement is a testimonial made by a client of the financial professional on 03/18/2023.
“I have been working with Seth and his team from Diener Money Management for almost 10 years. I set out looking for a partner not to just manage my investments, but someone to lean on and push me to achieve my financial goals. They needed to be strategic, foreword thinking, and support me. This is what you get from Seth and the team.
I explain it this way. You use experts to file your taxes, redo your kitchen, fix your car. Why wouldn’t you use an expert to manage your investments.
I’m a single mom, and my future has a lot riding on it. I feel confident with Seth and his team that I am investing in the right areas to ensure a bright, financially secure retirement.”
Jennifer H. | Yardley, PA
This statement is a testimonial made by a client of the financial professional on 03/08/2023.
“Diener Money Management has invested themselves in educating and guiding me to meet my personal financial goals. When you feel your wealth management team cares about your future it’s a game changer. Thank you Seth and team. I am definitely #TeamDiener”
Alicia B. | Conshohocken, PA
This statement is a testimonial made by a client of the financial professional on 03/13/2023.
“We have been using Diener Money Management for years. We have confidence in Diener Money’s professionalism, honesty, integrity, and knowledge. They help to relieve financial stress points and ensure a bright future in retirement. I would recommend them to anyone!”
Rick C. | Holland, PA
This statement is a testimonial made by a client of the financial professional on 03/07/2023.
“Seth Diener of Diener Money Management has been my financial advisor for over 20 years.
His advice and expertise have been instrumental in every major financial decision in my life. His commitment to his clients is unparalleled. He encouraged me to start saving in my early twenties and that enabled me to grow my savings to amounts I wouldn’t have imagined when I started.
When children came into the picture, he was there to help navigate life insurance, college savings, and estate planning. Seth cares about his clients like they are his own family, and he works tirelessly to make certain that they are set up for a bright future.”
Scott M. | Harleysville, PA
This statement is a testimonial made by a client of the financial professional on 03/13/2023.
“Seth and his team are the best in the business. They offer practical and wholistic solutions to their clients, which allow them to maximize their portfolios, even in these uncertain times.
Diener Money has the unique ability to provide the type of sophisticated advice and complex problem solving that one might expect from the large national financial services firms while maintaining their client-centric approach and personal touch. My family and I are grateful to Seth and his team for helping us achieve our short-term financial goals and plan for a prosperous future.”
Brendan F. | Fort Washington, PA
This statement is a testimonial made by a client of the financial professional on 03/07/2023.
“I have had the opportunity of knowing Seth for a long time. Seth has always been smart and extremely knowledgeable on the manner of which to handle finances and life insurance.
Throughout the years as things have changed, Seth has remained a constant in his advice and availability to answer any financial questions that I have had. Seth has helped me manage anything from mutual funds, 529’s, stock account to 401K’s and has been tremendous at each. Recently him and his team helped me complete an analysis of my finances and how I heading towards both college education for my daughter and eventual retirement. His team is extremely professional, fun to work with and most importantly, helpful in achieving my financial goals. There overall analysis providing me a guideline of what I should be doing with my finances for the years as I head towards retirement.
I can not thank Seth enough for the many years of his help and friendship. I highly recommend Diener management to anyone. If you are just starting out or retiring, Seth and his team are incredible. Overall, I have to say, I am extremely happy for and proud of Seth. He has built an incredible team that truly cares about your success.”
Brian O. | Quakertown, PA
“Seth and his team pay attention to detail, care about their clients and do what’s right for your goals. If you want that personalized relationship with your financial team, Diener Money is the right place for you.“
Nuri E. | Maple Glen, PA
This statement is a testimonial made by a client of the financial professional on 05/15/2023.
“We have been with Seth for over 20 years. He has helped us pursue our ever-changing goals. If ever we have a question, we call & he is available to discuss what options will be best for that scenario. If we don’t call, he checks in on us. He contacts us biannually to set up a meeting to discuss exactly where we are & where we want to go. We feel more like family than clients. I have complete trust in Seth & his advice. Thank you Seth you’ve always taken amazing care of us & our family.”
Hillary Y. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 05/18/2023.
“What do we love about Seth and his team? Everything! They are good people, who are genuinely excited to help us attain a worry-free retirement. They are professional, trustworthy, and a lot of fun to work with!!“
Susan K. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 05/18/2023.
“I have known Seth for a very long time, and he has given me plenty of customized guidance and has helped me with investments to make it possible for me to retire and enjoy traveling and spending time with Dave. Thank you for all you do for us.”
Marianne L. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 05/21/2023.
We were one of Seth’s earliest clients. He helped us start a college fund for our son when he was just a baby. He and his team are adept at explaining strategies every step of the way during the different seasons of our lives. We highly recommend Diener Money Management.
Ray E. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 05/29/2023.
Have been thrilled to work with Seth for 20+ years on investing for two home purchases, retirement, 529 plans, and life insurance. He’s provided excellent guidance towards pursuing our specific financial goals and is always responsive to our needs.
Greg O. | Bucks County, PA
This statement is a testimonial made by a client of the financial professional on 06/15/2023.
“I have been dealing with Seth since 2004. Since the very first time my wife and I met with Seth, it has always been a very pleasant experience. His knowledge and expertise in the investment field has been excellent. Whenever I contact his office, his staff has always been very professional and helpful.”
Rodger D. | Southampton, PA