Why choose this provider?
Established in 2009, Chacon Diaz & Di Virgilio Wealth Management is an independent financial company based in Gainesville. Co-founder Lisa Chacon leads a team of Certified Financial Planners and a Certified Investment Management Analyst offering financial planning services. These services include estate planning, investment planning, and life insurance analysis. The firm also handles pro bono work on a broad range of wealth management concerns. Chacon Diaz & Di Virgilio Wealth Management is acknowledged by Gator 100 as one of the 100 fastest-growing Gator businesses.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail