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.