Developing a Comprehensive Financial Strategy

Our Company

Diddel & Diddel is a full-service, financial strategies and management firm located on the waterfront at The Stamford Landing in Stamford, Connecticut. Our family-owned business has a 20+ year track record helping our clients successfully achieve their financial objectives and life goals.

Our Team of Professional Financial Consultants

As registered representatives of Sammons Securities Company, LLC, our team of service-driven, licensed consultants is qualified to analyze, recommend and implement the most appropriate and balanced investment and insurance vehicles for your personally designed portfolio. Our chief objective is to work in cooperation with you to develop a long-term relationship that meets your values, expectations and life long goals.

You Are In Control of Your Financial Future

Because we act in the role of ‘financial coaches’, our clients are able to partner in the implementation of their own asset allocated portfolios. Many of our clients are financially astute and become directly involved in the process of their personal wealth accumulation planning.  For those with less experience, we assist them in gaining an increased knowledge of the financial marketplace, devising their own plan, executing it by their own rules, and attaining their financial objectives. We provide annual meetings, quarterly and monthly portfolio reviews and updates upon request. 

Our Complimentary Financial Analysis

First, we offer you a comprehensive evaluation of your current financial plan. Our objective is to identify potential weaknesses and lost opportunities in your present plan. Second, we gain an explicit understanding of your values as we focus on your short, medium and long-term financial goals. Third, we ascertain your level of risk tolerance. Based on this overview analysis, we then develop an integrated strategic plan to address your requirements for: income, asset growth, educational funding, retirement planning, estate planning in addition to asset income, and estate tax protection and legacy strategies. 

We are Committed to Meeting Your Needs

You may have questions about which benefit programs are most suitable for your small business, inquiries about retirement solutions, or concerns about the long-term care of a loved one. Whether you are apprehensive about your ability to afford higher education for your children, or are looking for ways to make tax-efficient investments with performing managers-whatever your financial dilemma, Diddel & Diddel will put together a strategy that works for you. To help further this goal, we have established alliances with respected estate planning attorneys, mortgage brokers, property and casualty brokers, and certified public accountants. We work in concert with these professionals to provide full integration of your financial picture.