Diligent Investors is a wealth management firm located in Banning, CA, with over 20 years of experience in the industry. Their team of professionals, led by Managing Partners Jim Wilson and Henk Fischer, provides comprehensive financial planning services, including investments, estate and succession planning, retirement planning, managing finances, asset allocation, business succession planning, and charitable giving.
With a focus on understanding clients' goals and developing personalized plans, Diligent Investors aims to create a more financially secure future for their clients. Their team is dedicated to supporting, educating, and providing informed direction to each and every client, ensuring that their financial needs are met and their assets are protected.
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