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Diamond Client Group

The Woodlands
This listing is sourced from TDI public records. FairlyInsured has no formal relationship with this agency.
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About Diamond Client Group

Diamond Client Group offers comprehensive financial advisory and insurance services, helping clients with wealth building strategies, retirement planning, investments, and business finances. Their team provides personalized guidance on accounts, budgeting, tax planning, and insurance solutions tailored to individual lifestyle and goals.

Best for

Small businesses
Local guidance for business insurance programs.
Life planners
Term life, health, and disability income planning.

Coverage & Carriers

Coverage

Life
Term, whole life, disability income, final expense
Business
General liability, commercial property, workers comp, BOP

What clients are saying

★★★★★
Dennis really took the time to fully learn about our current financial situation and goals, and he worked closely with us to create strategies for wealth building that are realistic to our current lifestyle. He patiently explained everything thoroughly, even when we were dragging our feet about submitting paperwork! His teammates have also been really helpful. Cannot recommend the Diamond Group highly enough.
D
Google reviewer
★★★★★
Dennis and his team at the Diamond Client Group did an awesome job helping my mom look at her current accounts and set up new ones for her future and retirement. Dennis spoke about everything from work benefits to investments and insurances. They made sure her budget worked for her and explained even the nitty gritty details if she asked for them. Even if Dennis could not get back to her, someone on the team always did so my mom was always taken care of. I would highly recommend the group to anyone looking for a full service financial team.
D
Google reviewer
★★★★★
Dennis and the DCG team are greatly helpful and full of advice. In the last year, Dennis has helped me navigate the finances that go into starting your own LLC. Analyzing and maximizing company benefits, business formation, tax planning, comparing investment accounts and strategies, cash flow analysis, etc. Highly recommend if you're starting a new business venture, these guys along with a CPA make a great advisory council.
D
Google reviewer
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About the agency

Agency type

Unknown
9595 Six Pines Dr Ste 6200, The Woodlands, TX 77380, USA
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