About Dolphin Financial Group
Dolphin Financial Group specializes in providing guidance on financial questions people face during and leading up to retirement. They strive to be the primary source of financial guidance, reducing stress levels by developing accurate, customized retirement plans. The group's expert advisors offer creative planning and educate clients on various aspects of financial planning. They are highly recommended for their friendly, knowledgeable, and accommodating approach, taking the time to understand individual circumstances, resources, and financial goals. With a focus on personalized service, Dolphin Financial Group helps clients make informed decisions, eliminating anxiety surrounding retirement planning. Customers praise Daniel Wendol for his patient and thorough approach, explaining details clearly and making the process quick and easy. His dedication to understanding clients' goals and providing timely responses makes him a trusted advisor in the group.
A coworker introduced me to Dan back in 2016. I was in my 50's and never worked with a financial advisor and wish I had met Dan much earlier. His knowledge and guidance with a a deer in the headlights new client was comforting. He answers questions with patience and makes you feel like you're his #1 client. I highly recommend watching his podcast as well!
Daniel Wendol was extremely helpful with an issue I had. He patiently answered all my questions and made sure I had all the information I needed to make informed decisions. Thanks again!!
Daniel J. Wendol at DOLPHIN financial group did an excellent structured estate plan and also did our Family Trust Documents that put our home in the Family Trust. If you are looking to having they services done me and my wife would highly recommend his services it was quick and easy and explained everything in detail.