Very Helpful! I am very grateful to a friend for referring me to Jenn Curran. After our last few bookkeepers left our financial records in disarray, Jenn stepped in and turned things around. She quickly identified and corrected all discrepancies caused by previous parties. Thanks to Jenn, we now have timely and accurate financial data that allows us to make informed decisions for our business. Her efficiency and expertise have been invaluable. Thank you, Jenn, for all your help!

Betty is an absolute gem when it comes to taxes! Betty is incredibly knowledgeable and makes the entire tax process feel easy and stress-free. She’s patient, attentive, and takes the time to explain everything clearly, ensuring nothing is ever overlooked. Her kindness and personal touch truly make you feel valued and cared for—not just like another client. Everything was done virtually, and the process was so easy and convenient from start to finish. I’m truly grateful for her expertise and will definitely be getting my taxes done with her again next year. I highly recommend her to anyone looking for a trustworthy, detail-oriented, and compassionate tax professional.

I’m so grateful for the help I received from Rowena, and I can’t thank her enough for her support throughout the process! Rowena answered all of my questions and helped me understand everything. I felt really comfortable with everything and that made me feel more confident with making the right choices. 

I felt a burden lifted from my shoulders knowing that I had life insurance for my family. I absolutely recommend Diamond Financial Group and will be getting my taxes done with them too!

Jenn Curran is super patient and can take a lot of questions. She was very helpful in setting up our small business and helping our team navigate the whole process efficiently and effectively. Teamwork makes the dream work

I’m a young mom with a busy family and I wanted to learn more about retirement and the future, but I didn’t know where to start. Working with Rowena and everyone at Diamond Financial Group has been so helpful. They made everything simple and easy for us to understand.

I appreciate how Rowena took the time to answer our questions and listen to what we wanted, helping us create a plan for our family. I feel like I don’t have to worry about all of this anymore because we have something now. I really like the fact that we can get our taxes done too. It’s really convenient and saves us time so I can focus on my family and being a mom.

Jenn is amazing! She was able to come in from day one and recognize everything we had been doing wrong. Truly an asset for any business. We would highly recommend her services! Well worth the money.

Jenn is terrific to work with, and an important part of our team. She helps close our books each month, keep our taxes on track, and is always available to answer any question no matter the day or time. Jenn makes me feel like she cares about the success of my business just as much as I do. She has excellent communication skills and never makes me feel inadequate. Jenn is confident and knowledgeable. She’s been handling my books for over 5 years now. She comes highly recommended!

We have been working with Rowena for over 8 years now and we are extremely excited to be working with her at the new Diamond Financial Group. Whether it’s for retirement, investments, insurance, or tax preparation you can’t go wrong.  

She is an amazing financial professional and an incredible human being. You truly feel like she has your back from start to finish and every single time after that. She is professional, courteous, knowledgeable, and respectful, but most importantly, you always feel like you are well taken care of.

Jenn is absolutely amazing! Very competent, responsive & I believe, she is Ethical about keeping my business data confidential. It’s an important factor for me and my business. Jenn is very knowledgeable, and extremely well versed in QuickBooks, accounting, book keeping, small business aspects, and payroll. She has been keeping my books for my business for the past 3+ years! I highly recommend her!

I’ve been working with QuickBooks for number of years. No one comes close to Jenn’s ability, speed, & understanding of QB & our needs as a company.