Diamond Financial Services is your trusted partner for achieving your business goals. We specialize in providing tailored financial solutions for entrepreneurs and business owners nationwide, helping you secure the capital needed for growth, acquisitions, and new opportunities. Our expertise covers a wide range of financing options, including SBA guaranteed loans, business acquisition financing, and franchise funding. We are dedicated to simplifying the complex lending process, offering expert guidance and personalized strategies to connect you with the right options and help you succeed.
We are an independent, employee-owned financial planning and investment management firm in Raleigh, NC that provides financial services for individuals and their families on a fee-only basis.
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We specialize in budget planning, personal finance coaching, and stress free money management. Our sessions are designed to help clients build sustainable spending habits, increase savings, and feel more confident with their day to day finances. Each plan is tailored to your lifestyle and goals with practical, judgment free support.
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Duff is President and CEO of Freeman Financial, having started the group in 1995. He has enhanced his practice with the CLU degree and the ChFC degree, specializing in retirement planning and managing retirement assets. Taylor has been with Freeman Financial since graduating from Elon University in the spring of 1997. Currently he is the Vice President and principal of the firm, and holds Series 7, 24, and 66 registrations in addition to licenses for Life, Health and Long-Term Care. Taylor specializes in Financial and Investment planning, and takes pride in helping the clients of Freeman Financial achieve their goals in all areas of their lives.
UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Raleigh, N.C.
