Dorman Financial Management is an investment advisory firm based in Maitland, FL, dedicated to building strong relationships with their clients and exceeding their expectations. With a team of experienced professionals, they offer a range of financial services including annuity, long-term care insurance, life insurance, and 401(k) information. Their mission is centered around understanding their clients' hopes and aspirations, providing personalized advice, and helping them achieve their financial goals.
As a registered investment adviser with the SEC, Dorman Financial Management ensures that their clients receive accurate and up-to-date information. They offer resources such as articles, calculators, newsletters, and videos to educate and assist their clients in making informed financial decisions. With a focus on estate planning, college funding, tax-deferred savings, and diversifying investments, Dorman Financial Management aims to help their clients navigate the complexities of the financial world and secure their financial future.
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