Home | Greg & Joanne Diehl

Who are we?

We are Greg & Joanne Diehl, an Investment Consulting team formerly affiliated with The Glen Wood Financial Group, Inc and proud partners of Diehl Investment Guidance, in Binghamton, NY. We have chosen the team approach allowing us to pursue our own complementary areas of experience, enabling us to serve you better. Ultimately, being a team helps us work towards our goal: your success as an investor.

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Why should you work with us?

We began offering our investment consulting services in January 2000 so we have seen volatile markets before, including the "Dot-com Bust" and the financial crisis of 2008-2009 leading to the Great Recession. When it comes to investing, success is measured by not only coping with uncertainties, but also viewing them as opportunities. We have the experience to help you navigate through the markets, and together, we can explore how to make the opportunities of today's market continue to work for your tomorrow.

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Weekly Market Commentary

Each week the LPL Financial Research Team assembles thoughtful insight on market and economic news.

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What is our approach to serving you?

We offer fee-only, fee-based and commission-based financial and investment services. We realize offering just one approach may not be right for everyone and your unique situation deserves to be addressed in the correct way for you. We explain the advantages and risks of each approach, and help you decide which will serve your needs better.

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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Who does your Financial Advisor really work for?

We take pride in being independent Investment Consultants. We take the time to listen and understand your needs, and our objective, investment guidance is not influenced by sales quotas, company directives or proprietary products. Instead, we guide you towards investments that are appropriate for you. Whether you are already working with a financial advisor or looking for one, it is important that they put your best interests ahead of their own. We work strictly for you, not Wall Street, so whatever your need or investment experience, we can help because we focus on only one bottom line: yours.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Expert

Whether you have significant assets to manage - or if you are just starting to accumulate wealth - we have the tools and background to address your needs of today and for many years to come. We look forward to working with you through all the stages of your life. Please call and ask for us at (607) 821-7222 or email us at the link above for more information or to schedule a free consultation.

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