Okay, here’s a detailed description of DSI Wealth Management, formatted as requested, aiming for a formal and helpful tone:

DSI Wealth Management: A Comprehensive Overview

For individuals and families seeking expert financial planning and sophisticated investment services, DSI Wealth Management presents itself as a potentially valuable resource. Located in West Covina, California, the firm operates with a commitment to providing tailored solutions to meet diverse financial goals. Let’s delve into a closer examination of what DSI Wealth Management offers.

Location and Contact Information:

DSI Wealth Management’s physical address is:

Address: 1000 Lakes Dr # 420, West Covina, CA 91790, United States.

You can reach them directly via telephone at: Phone: 6269193456. Their website, which provides further details, is located at: Website: dsiwm.com.

Specialties and Services:

The firm’s core competencies revolve around:

Financial Planning: DSI Wealth Management assists clients in developing comprehensive financial plans that address a range of needs, from retirement planning to estate planning and education funding.
Investment Services: They offer a suite of investment services, likely including portfolio management, asset allocation strategies, and access to various investment vehicles. (Specific investment products would require further investigation through their website.)

Accessibility and Amenities:

DSI Wealth Management demonstrates a commitment to inclusivity by offering several accessibility features:

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Restroom
* LGBTQ+ friendly environment

They also strongly recommend scheduling appointments in advance to ensure dedicated attention.

Current Feedback and Reputation:

Currently, DSI Wealth Management has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This lack of reviews underscores the need for potential clients to conduct their own due diligence and seek independent verification of the firm’s services and performance.

Key Considerations & Recommended Next Steps:

| Feature | Description |
|------------------|-------------------------------------------|
| Specializations | Financial Planning, Investment Services |
| Location | West Covina, California |
| Accessibility | Wheelchair accessible facilities |
| Contact | Phone: 626-919-3456 |

It is important to note the absence of publicly available reviews. While a new firm or a firm with limited online presence can sometimes reflect a recent start-up or a focus on personalized service, the lack of feedback warrants careful consideration.

Final Recommendation:

Given the limited publicly available information, prospective clients are strongly advised to visit the DSI Wealth Management website at dsiwm.com to learn more about their approach, team, and service offerings. Contacting them directly via phone is also highly recommended to schedule a consultation and discuss your specific financial needs. Don’t hesitate to ask detailed questions about their investment philosophy and client service process to ensure a good fit before engaging their services.