Nov 28, 2020 by Nantesha
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.
Mar 10, 2020 by Martha Chambers
We’ve worked with Dan since we moved to FL permanently 5years ago. Going with a new advisor was a huge deal, but we’ve never regretted our decision to go with Dan. I can’t express what a resource he has been in meeting our changing financial and insurance needs. Thanks Dan!
Dec 09, 2019 by mark Clark
Dam does a great job.
Mar 19, 2019 by Pattie Lippie
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.
Nov 26, 2016 by Paul Jordan
Been working with Dan for years. He helped us with our Medicare transition and now with our RMD requirements. Made our investments and all issues that come with investing simple to deal with.
Dec 10, 2015 by Scott Coggins
They are very knowledgeable and have made our planning much easier. Dolphin Financial has done a great job of explaining our different options and helped guide us in the best direction. Great work!
Aug 19, 2015 by Denise Lannon
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.
Aug 07, 2015 by Mr. H
Dan is a wealth of knowledge. He has taken the time to explain my options and helped me to make smart choices with my money and plan for my future. Dan is quick to return my calls and e-mails and it's clear to see that Dan takes a personal interest in his clients' success.
Jul 15, 2015 by John Schmidt
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.