Diamond State Financial Group is a highly regarded financial advisory firm known for its exceptional customer service and expertise. Clients have praised the team, including advisors like Bryan Radcliff, Josh Shaver, Andrew Baker, and Christopher Burgos, for their personalized approach to financial management. Many reviews highlight the firm’s commitment to understanding clients' goals and providing tailored advice rather than generic solutions. Clients feel a strong sense of trust and friendship with their advisors, often describing them as reliable partners in navigating complex financial situations. The responsiveness and clear communication of the team are frequently noted, ensuring that clients never feel rushed and can always get timely answers to their questions. The firm has proven to be particularly effective in managing retirement portfolios and life insurance policies, with clients reporting impressive financial performance and increased confidence in their financial futures. Many reviewers recommend Diamond State Financial Group to friends and family, emphasizing its trustworthy reputation and the genuine care shown by the advisors. Overall, Diamond State Financial Group is seen as a top choice for anyone seeking knowledgeable, friendly, and professional financial advice.
Bryan Radcliff and Josh Shaver have provided excellent financial management, not only to me, but to my family also. Their level of commitment and friendship, have helped me maneuver some difficult life planning situations. I have recommended Diamond State Financial to friends, and will continue to so in the future.
September 2025
We have had Andrew Baker and Christopher Burgos as our advisers for the past several years. They have guided us well through the tumults of the market. We appreciate their friendliness, accessibility, market wisdom and for their keen awareness of our family situation. They both have become more like our family.
September 2025
We work with Andrew Baker, and he has helped us on the path to retire early. He has our confidence and trust managing our money. He is always responsive and is great with follow up.
