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!!
August 2024
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.
July 2024
I highly recommend Dan. He takes the time to work with you and understand your goals. He truly cares about his clients and makes himself available to answer questions and concerns. He responds in a timely manner. He is a very knowledgeable Financial Planner.
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.
I highly recommend Dan. He takes the time to work with you and understand your goals. He truly cares about his clients and makes himself available to answer questions and concerns. He responds in a timely manner. He is a very knowledgeable Financial Planner.