Transforming Your Future Together
We are dedicated to empowering our clients to navigate their financial future with confidence. Through personalized strategies, in-depth understanding, and unwavering integrity, we strive to create lasting relationships built on trust. Our commitment is to provide tailored, unbiased and independent financial solutions that enable our clients to achieve their dreams and secure their legacy.
At Dietz Financial…
Our Services
products
- Mutual Funds**
- GIC's
- ETF's
- Company Sponsored Retirement Plans
tax
- Tax Planning
- Personal Income Tax Preparation
Planning
- Full Financial Plans
- Retirement Planning & Projections
- Estate Planning
insurance
- Life Insurance
- Mortgage Insurance
- Disability Insurance
- Health & Dental Insurance
- Corporate Health & Dental Plans
- Critical Illness Insurance
** Mutual funds are distributed through PEAK Investment Services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. PEAK Investment Services' responsibility is limited to the products it distributes
Begin your journey with us.
The Dietz
Tradition
At Dietz Financial, we pride ourselves on more than just numbers and charts. With a combined experience of 70 years, we believe that the core of financial planning is understanding the unique stories, aspirations, and challenges of each individual or business we serve. Our team is not only equipped with the technical know-how and industry insights but is also deeply committed to providing transparent, personal, and independent financial advice. We recognize that every financial journey is unique, and our approach is always tailored to your individual goals. Whether you're planning for retirement, seeking wealth management strategies, or looking for a full financial plan, Dietz Financial is here to illuminate the path towards your financial future.
Meet the team
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Chris Dietz
Owner/Certified Financial Planner
(CFP CLU ChFC CHS)
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Nathan Dietz
Certified Financial Planner
(CIM CLU CFP)
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Lainie Keil
Certified Financial Planner
(QAFP)
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Richelle Smith
Branch Manager
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Krista Dietz
Administrative Assistant
Book an Appointment
Regardless of where you are in your financial journey, we are here to help! Starting out or well versed, there are lots of investment options to fit your goals. Book an appointment with an advisor to get things started.
If regular business hours are a problem, give us a call. We are happy to flex to what works for you!
PLEASE NOTE!
Online booking is for virtual or phone appointments only. Contact us by phone or email to book an in-person appointment.
Contact us
