Whether you are an experienced investor or are just starting to build your portfolio, Dieter Financial Services can guide you every step of the way.
Planning for your financial future can be daunting at times. In addition to managing and growing your wealth, the experienced staff at Dieter Financial Services promises to provide a continued education that will strengthen our working relationship.
Michael J. Dieter, CMFC®
Michael J. Dieter, CMFC® has been guiding individuals and business owners in the financial services industry since 2003. A graduate of Millersville University, he has applied his education to a variety of firms across the United States. Mike earned his CMFC®, Chartered Mutual Fund Counselor designation through the College For Financial Planning in 2005. Before establishing Dieter Financial Services in 2007, Mike was a Financial Planner with Prudential Financial. Founded under the proposition that fiscal matters are best conducted on a personal level, Dieter Financial Services strives to meet and surpass the needs of its clients.
Shelly is a key member of my practice and is a critical component to the customer service I provide to my clients. When a client calls, she is the voice of Dieter Financial Services as she handles and responds to routine customer requests regarding basic information on premium payments, effective dates and status of policies. She manages and ensures the proper execution of all client service requests and forms in addition to documenting client communication and completion of requests. Shelly provides new business support to ensure all appropriate applications and forms are completed. In addition, she follows up on outstanding requests and manages the entire process from submission to delivery of a policy.
From time to time you might hear from her as she works to keep your file and contact information up to date. Shelly manages my marketing activities and programs