Dolphin Financial Group

I met Dan Wendol in 2013.. My finances were a mess and needed help. So very glad a good friend recommended Dan to me.. Not only Dan fix things for me but has become a good friend..

When I first got to Daniel, my healthcare and finances were in a shamble, and he was so kind to spend a lot of time with me to help me sort out the mess and get me back on the right track. Daniel went above and beyond what was expected of him just to help me. He always worked for my best interests through the 2-3 years since I been going to him. There is no one else I would go to. I highly recommend Daniel for his honesty, genuine care to help you with where you are at and doing his best to make sure that you are good now and for the long run.

If you need financial advice and/or are planning for your retirement, Dan is the guy you need to talk to. I have gotten great help and advice and feel so much more comfortable with my upcoming retirement.

I've recommended my own clients to work with Dolphin Financial Group. I continue to do so because of the high level of service my clients receive. Every client has expressed satisfaction from working with "Dolphin" as I call it. I also know from personal experience as I call upon Dan at Dolphin when I have my own finance related questions.
Dan is patient, knows a ton, and isn't pushy, which I really like when it comes to advisers.

Dan has guided me towards a great path for my future retirement needs. He has proven to be competent and trustworthy and most importantly listens to my thoughts about what I want to do with my money in the future. You will find him to be an excellent financial planner who looks out for YOUR best interests.