Where are Dorman Financial Management, P.A.'s Headquarters?

Dorman Financial Management, P.A.'s Headquarters are in 341 North Maitland Avenue Suite 340,Maitland,Florida,United States

What is Dorman Financial Management, P.A.'s phone number?

Dorman Financial Management, P.A.'s phone number is +1 407-774-6815

What is Dorman Financial Management, P.A.'s official website?

Dorman Financial Management, P.A.'s official website is https://www.dormanfinancial.com

What is Dorman Financial Management, P.A.'s Revenue?

Dorman Financial Management, P.A.'s revenue is $1 - 10M

What is Dorman Financial Management, P.A.'s NAICS code?

Dorman Financial Management, P.A.'s NAICS code is 523930

How many employees are working in Dorman Financial Management, P.A.

Dorman Financial Management, P.A. has 6 employees

What is Dorman Financial Management, P.A.'s Industry?

Dorman Financial Management, P.A. is in the industry of Financial Services

Who is Dorman Financial Management, P.A.'s Chief Compliance Officer?

Dorman Financial Management, P.A.'s Chief Compliance Officer is Lori Canfield

Dorman Financial Management, P.A.

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Description

Dorman Financial Management is a full service financial planning firm. We take a holistic approach to financial planning and strongly believe that sound financial planning requires an in-depth analysis of all factors and considerations that may arise in the quest to meet our client's financial and personal goals. What Sets Us Apart From Other Advisors?1. Investment Strategy to Reduce Risk: Our seasonal investment strategy is unique in that it helps to capture gains and helps to reduce risk in the following ways: We reduce equity exposure in the more volatile under performing months and increase equity exposure the remainder of the year. We review all investments on a quarterly basis, updating all clients portfolios at the same time.2. Comprehensive Financial Planning Services: Your comprehensive financial plan is evaluated every 2 years and includes: Retirement Planning Estate Planning Tax Planning Beneficiary Planning Insurance Planning College PlanningDorman Financial Management, P.A. is registered as an investment advisor with the SEC. The firm only transacts business in states it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Headquarters:341 North Maitland Avenue Suite 340, Maitland, Florida, United States
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Phone Number: +1 407-774-6815
Website: https://www.dormanfinancial.com
Employees:6
Revenue:$1 - 10M
Legal Name:Dorman Financial Management, P.A.
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| NAICS Code: 523930 |
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Chief Compliance Officer for Dorman Financial Management, P.A.

Lori Canfield

Chief Compliance Officer

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