Dolphin Financial Group - Clearwater (FL)

5 /5 Luke Loewen: 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! Weve been in touch many years since and Im very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.

5 /5 diane miller: I highly recommend Dan. He takes the time to work with you and understand your goals. He truly cares about his clients and makes himself available to answer questions and concerns. He responds in a timely manner. He is a very knowledgeable Financial Planner.

5 /5 Zane Grey: Im 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 isnt 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.

5 /5 Deborah McCormick: I attended one of Dan’s free Social Security workshops soon after we moved here in 2018. I learned a lot and decided he was the financial planner I wanted to work with. We had many challenges as we are retired. He made great recommendations and helped steer us in the right direction. It didn’t take long for me to trust him with our investments and advice. What impresses me is that he truly cares about his clients. I highly recommend him.

5 /5 Mary Fullerton: 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.