Dolphin Financial Group

Mar 2024

I was introduced to Dan by a good friend, and over a couple years of having him help with Marketplace health insurance, I learned much more about what a terrific financial advisor he is! He has educated me on so many things, that I’ve lost count! Fabulous advisor, great listener- highly recommend him to anyone, especially since retirement planning is highly individualized based on your specific circumstances, resources and financial goals.

Oct 2023

I'm a disabled veteran who was in need of financial advice. I found Dan via these excellent reviews and am happy to add one of my own. My particular situation isn't exactly retirement-based but Dan helped me by explaining my options, covering a lot of ground in a brief time. Dan is friendly, knowledgeable and accommodating. He cares about his clients. I consider myself very fortunate to have found Dolphin Financial and him.

Oct 2022

I went to an event Dan Wendol hosted in 2016 and was very pleased with the content and Dan. The fact that it he held it at a local brewery was fun too!We've been in touch many years since and I'm very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.