Judy Diamond Associates, Inc. Employee Directory

Financial ServicesDistrict of Columbia, United States2-10 Employees

Judy Diamond Associates, Inc. operates in the financial services sector, offering sales prospecting and plan-analysis capabilities for professionals in employee benefits and retirement markets. Its platform provides instant access to 5500 plan data and a suite of analytical tools designed to support lead generation, relationship building, market research, and plan evaluation. The company emphasizes data integrity and customer service, providing free training and a support hotline to ensure users can access up-to-date information. It presents itself as a reliable, data-driven resource for professionals seeking accurate and current plan data.

Its primary customers include benefits brokers, financial advisors, plan providers, and carriers serving employee benefits and retirement programs. Based in Washington, DC, the firm operates with a small team focused on maintaining comprehensive data and tools, and has expanded its offerings in recent years to include detailed Profile Pages for thousands of insurance carriers.

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