Chacon Diaz & Di Virgilio Wealth Management - Gainesville, Florida

Address: 6208 NW 43rd St, Gainesville, FL 32653.
Phone: 7920999.
Website: cddwealth.com
Specialties: Financial advisor, Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom.
Opinions: This company has 49 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Chacon Diaz & Di Virgilio Wealth Management

☎️7920999

⏰ Open Hours of Chacon Diaz & Di Virgilio Wealth Management

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

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Introduction to Chacon Diaz & Di Virgilio Wealth Management

For individuals and families seeking comprehensive and personalized financial guidance, Chacon Diaz & Di Virgilio Wealth Management stands as a highly regarded firm. Located in Gainesville, Florida, at 6208 NW 43rd St, Gainesville, FL 32653, this firm offers a robust suite of services designed to help clients achieve their long-term financial goals. Contact them directly at Phone: 7920999, or visit their website at Website: cddwealth.com to learn more.

Core Services and Expertise

Chacon Diaz & Di Virgilio Wealth Management specializes in providing a wide range of financial advisor and financial planner services. They excel in crafting tailored investment strategies, encompassing various asset classes to align with a client’s unique risk tolerance and objectives. Their core offerings include:

Investment Services: They expertly manage investment portfolios, utilizing a disciplined approach to build and maintain wealth.
Financial Planning: They assist clients in developing comprehensive financial plans addressing retirement, education funding, estate planning, and other significant life events.
Retirement Planning: A key area of focus is designing strategies to ensure a comfortable and secure retirement.
Estate Planning Consultation: They provide guidance on estate planning matters, helping clients protect and transfer their assets.

Accessibility and Amenities

Chacon Diaz & Di Virgilio Wealth Management is committed to providing a welcoming environment for all clients. The office building features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating their dedication to inclusivity. The firm prioritizes convenience and comfort for everyone.

Client Feedback & Reputation

The firm has garnered consistently positive feedback within the community, as evidenced by the 4.9/5 average opinion reflected on their Google My Business profile, with a total of 49 reviews. Initial impressions suggest a team that values strong client relationships, thorough analysis, and clear communication. Feedback consistently highlights the team’s dedication to providing insightful advice and maintaining a professional demeanor. It appears the firm fosters a collaborative and client-centric approach.

Key Takeaways & Recommendation

Chacon Diaz & Di Virgilio Wealth Management presents itself as a trustworthy and experienced firm, dedicated to helping clients achieve their financial aspirations. Their combination of specialized expertise, accessibility, and positive client reviews makes them a strong contender for those seeking a seasoned financial service provider. To explore their services in detail and schedule a consultation, we strongly encourage prospective clients to visit their website at cddwealth.com.

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👍 Reviews of Chacon Diaz & Di Virgilio Wealth Management

Chacon Diaz & Di Virgilio Wealth Management - Gainesville, Florida

Rusten H.

5/5

James, Tyler and the rest of the team are excellent. I've worked with the team for almost two years now and I've been extremely impressed with the analysis, communication and professionalism. Could not recommend more.

Jonathan G.

1/5

I'm a bit curious about all the five star reviews. I put my money in with this group in 2018 and and opted for a conservative portfolio. For seven years it ran mostly in the red. I left with a loss of $42,000 as I gave up hope of ever recovering my money. I can't quite figure out how it went so well for everyone but me.

N B.

5/5

We are beyond thrilled with the clarity and understanding we have now after working with Tyler Chacon regarding our financial questions. My husband and I were unsure on if we should sell our current home to pay off debt or keep it and rent it out. Tyler created a detailed document laying out the financial picture of both choices and explained it fully to us. He made it so easy for us to understand! We feel so empowered now with this knowledge and confident in our decision. We are so thankful for his services. We highly recommend Chacon Diaz & Di Virgilio Wealth Management!

Eddie F.

5/5

The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Sarah G.

5/5

Each member of the firm has been knowledgeable and professional as we navigate our retirement finances. We have been with them for ten years and appreciate their personable approach in managing our investments.

Deanne D. V.

5/5

After a long search for a trusted financial advisor, I met Lisa Chacon and it was an immediate click. She listened. She asked questions and listened some more to understand not just the financial advice I needed but about my character – how I viewed money, retirement, investing.

It is a joy – and a relief – to have a financial advisor that puts the client and their preferences first. Regardless of the size of one’s investment. No seven figures (yet!). We talk as often as I need and the conversations always start with how I am doing. I am not just “the client”, I am a friend.

As someone who has worked in multiple countries, CDD has supported me wherever I lived and as my stages in life have changed over the years. Their investment strategy is sound, well-grounded and I enjoy the regular updates they send explaining their thought process and insights on the global economy.

I have and continue to recommend them to multiple friends and colleagues.

Sherel B.

5/5

Lisa Chacon was easy to reach and responded in a timely manner. She patiently reviewed our documents that was timelined for the coming years. We felt comfortable with her because she not only cared for us on a personal level, but caring that we received the most return from our assets. It was a pleasure working with her .

Juan S.

5/5

Very grateful for the support and counsel from Lisa at Chacon Diaz & Di Virgilio Wealth Management. She takes a very holistic approach to not only understanding where you are financially, but where you are personally. This warm care makes the process of financial planning much less stressful and has you walking away feeling like you've personally accomplished something rather than just getting your money in order. Cannot recommend Lisa and this group highly enough!