Reviews

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  • David Kalai
    Aug 2025

    I can’t say enough great things about Diener Money Management! From the moment I started working with them, they took the time to really understand my financial situation and long-term retirement goals. Their personalized approach, clear guidance, and deep knowledge have given me confidence and peace of mind about my future.

    They’ve helped me focus my finances in a way that’s both strategic and realistic, ensuring every decision supports my retirement plan. The team is incredibly professional, responsive, and genuinely invested in my success.

    If you’re serious about reaching your financial and retirement goals, I highly recommend Diener Money Management—they’re an amazing company to have in your corner!

  • Mary Khan
    Jun 2023

    I have had the pleasure and privilege of working with Seth Diener and his team over the last couple of years . Seth and his team are who I needed to manage my wealth portfolio. Seth is always available to answer questions whether by text , email or calls . He breaks everything down to manageable bite sized portions for a person like me who gets intimidated with financial jargon . If you’d like a team that will work hard for you and with you then look no further! You have found your financial tribe! Another bonus is that Seth is just a wonderful and personable man to deal with.

  • Hillary Young
    May 2023

    We have been with Seth for over 20 years. He has helped us reach our ever changing goals. If ever we have a question we call & he is available to discuss what options will be best for that scenario. If we don’t call, he checks in on us. He contacts us biannually to set up a meeting to discuss exactly where we are & where we want to go. We feel more like family than clients. I have complete trust in Seth & his advice. Thank you Seth you’ve always taken amazing care of us & our family.

  • Rosemary Molinari
    May 2023

    I have been working with Seth and his team for over 15 years and have been thoroughly impressed with their services. Seth took the time to understand my financial goals and developed a comprehensive plan that aligned with my objectives. He is always available to answer any questions that I have and provide thoughtful advice that has been instrumental in achieving my financial goals.His expertise in investment strategies and financial planning has enabled me to manage my finances more effectively and avoid many of the common pitfalls that could have derailed my financial journey. He is knowledgeable, professional and trustworthy.

  • Nuri Eraydin
    May 2023

    Seth and his team pay attention to detail, care about their clients and do what’s right for your goals. If you want that personalized relationship with your financial team, Diener Money is the right place for you.

  • Rose Pimpinella
    Apr 2023

    "Experienced, knowledgeable, smart, passionate and most importantly caring. Seth Diener is the best and proudly, I invest with him & the Diener Money Management team. Based on my goals and ambitions, he provides sound advice on how to grow my investment at the risk level that I chose. The best in the business. Don’t delay, call him now."

  • Carol Sharman
    Apr 2023

    Diener Money Management has always kept my best interest at heart and has consistently steered me in the right direction financially. Their staff is very courteous, friendly and helpful. I would recommend them to anyone.

  • Scott McGowan
    Mar 2023

    Seth Diener of Diener Money Management has been my financial advisor for over 20 years. His advice and expertise have been instrumental in every major financial decision in my life. His commitment to his clients is unparalleled. He encouraged me to start saving in my early twenties and that enabled me to grow my savings to amounts I wouldn’t have imagined when I started. When children came into the picture, he was there to help navigate life insurance, college savings, and estate planning. Seth cares about his clients like they are his own family, and he works tirelessly to make certain that they are set up for a bright future.

  • Jennifer Hobbs
    Mar 2023

    I have been working with Seth and his team from Diener Money Management for almost 10 years. I set out looking for a partner not to just manage my investments, but someone to lean on and push me to achieve my financial goals. They needed to be strategic, foreword thinking, and support me. This is what you get from Seth and the team.I explain it this way. You use experts to file your taxes, redo your kitchen, fix your car. Why wouldn't you use an expert to manage your investments.I'm a single mom, and my future has a lot riding on it. I feel confident with Seth and his team that I am investing in the right areas to ensure a bright, financially secure retirement.

  • Alicia Bloch
    Mar 2023

    Diener money management has invested themselves in educating and guiding me to meet my personal financial goals. When you feel your wealth management team cares about your future it’s a game changer. Thank you Seth and team. I am definitely #TeamDiener

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Diener Money Management, Inc.

120 S State St, Newtown

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Hours

Monday: 9AM - 5PMTuesday: 9AM - 5PMWednesday: 9AM - 5PMThursday: 9AM - 5PMFriday: 9AM - 5PMSaturday: ClosedSunday: Closed