Dolphin Financial Group

Financial Services • Clearwater, Florida, United States • 1-10 Employees

Company overview

Headquarters	2430 Estancia Blvd., Suite 206, Clearwater, FL 33761, US
Phone number	+18885085935
Website	dolphinfinancialgroup.com
NAICS	52
SIC	628
Keywords	Tax Planning, Income Planning, Financial Planning, Investment Management, Legacy Planning, Longevity Planning
Founded	2013
Employees	1-10
Socials

Key Contact at Dolphin Financial Group

Daniel Wendol

Ceo & Founder

Dolphin Financial Group Email Formats

Dolphin Financial Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@dolphinfinancialgroup.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@dolphinfinancialgroup.com	100%

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 revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Dolphin Financial Group has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Dolphin Financial Group has never raised funding before.

Dolphin Financial Group Tech Stack

Discover the technologies and tools that power Dolphin Financial Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Apache HTTP Server

Web servers

Prism

Miscellaneous

Google Tag Manager

Tag managers

GoDaddy

Hosting

jQuery

JavaScript libraries

Slider Revolution

Photo galleries

PHP

Programming languages

Facebook Pixel

Analytics

Sectigo

SSL/TLS certificate authorities

Moment.js

JavaScript libraries

YouTube

Video players

Frequently asked questions

Dolphin Financial Group is located in Clearwater, Florida, US.

You can reach Dolphin Financial Group at +18885085935.

Dolphin Financial Group was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Dolphin Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Dolphin Financial Group

Daniel Wendol

Ceo & Founder

4.8

40,000 users