Company Email Format Management

Dolphin Financial Group

Financial Services 2430 Estancia Blvd. 7 employees

Employees: 7
Contacts: 2
Emails: 2
Phones: 1

dolphinfinancialgroup.com LinkedIn

Dolphin Financial Group Overview

Headquarters: 2430 Estancia Blvd.
Website: dolphinfinancialgroup.com
Industry: Financial Services
Employees: 7
Founded: 2013
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment Management Income Planning Longevity Planning Tax Planning Legacy Planning

About Dolphin Financial Group

Dolphin Financial Group of Tampa Bay, acts in a fiduciary capacity to help people make life's toughest financial decisions. Our typical clients are people who are looking to retire, are in the process of retiring, or who have recently begun their retirement. They face similar financial decisions which revolve around these issues: Retirement Income, health insurance and Medicare, long-term care and nursing home avoidance, sending family to college, pension options, social security strategy, downsizing or moving to a new home, outliving income, leaving a legacy to children and grandchildren, helping aging parents or children, managing debts, increasing returns on investments, developing a retirement budget, and paying for exciting vacations.

Dolphin Financial Group Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Dolphin Financial Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Daniel Wendol	Retirement Planning Specialist.	Clearwater, Florida, United States	Email Phone
Shelley Cole	Administrative Assistant for Dolphin	Clearwater, Florida, United States	Email
Sheila Ossowski	Managing and Growing Sales for 30 Years	Salt Lake City, Utah, United States	View
Chris Kontz	Financial Advisor at Dolphin Financial		View