“Without continual growth and progress, such words as improvement, achievement, and success have no meaning.”
- Benjamin Franklin
Dear Valued Client,
As part of our ongoing commitment to always move forward with you in mind, we are thrilled to announce that we purchased a new office building in May 2019, situated along the beautiful Conestoga River. Our new, two-story property is located at 680 Millcross Road near Eden in Lancaster County.
For the last 10 years I have been diligently searching for the permanent home for my practice. A place that is more than just an office to meet your financial advisor. Commercial property in Lancaster County is scarce and a location on the water is even more uncommon. Our new building previously housed a local waterfront restaurant, which has been idle. The property was in need of someone with a vision to purchase and revive it.
If you are familiar with this property, you may already know it is located in the floodplain of the Conestoga River. We have considered this factor carefully and have taken extensive measures to mitigate and prepare for this risk. Contingency plans are in place and you can feel confident that this will not inhibit our ability to provide you with the highest level of service you have come to expect from us.
With our growth into a partnership of two advisors and our move to this remarkable new property, Dieter Financial Services, LLC, will now be doing business as Waterfront Financial.
We’ve made this transition as easy as possible for you. At this time, you only need to make a note of our new address. Everything else will be business as usual. Your accounts are not affected by this change. We will have new email addresses; however, we will still receive emails sent to our prior address. Our phone number will stay the same.
With Kayla and Parker added to our office staff, we will continue to look for ways to better serve you. Above all, our goal remains the same--to provide you with the very same outstanding service that you have come to trust in us as Dieter Financial Services.
You have, and will always be, the focus of all we do.
Our main desire in this time of transition is that you are able to rest assured knowing that you are our highest priority. Your business with us will continue without any interruption or change. Your advisor will not change, LPL will continue to be our Broker Dealer, and there will not be any paperwork for you to complete.
Thank you for joining in this journey with us. We have been through many changes together over the years, and our goal is to always look for opportunities to improve the ways we serve you. Now that we are independent, own our building, and have added partners, we are excited to move forward with you as Waterfront Financial.
With Genuine Gratitude,
Whether you are an experienced investor or are just starting to build your portfolio, Waterfront Financial can guide you every step of the way.
Planning for your financial future can be daunting at times. In addition to managing and striving to preserve your wealth, the experienced staff at Waterfront Financial promises to provide a continued education that will strengthen our working relationship.