Dorman Financial Management Email Formats
Financial Services • 
557 N Wymore Rd, Suite 201, United States • 1-10 Employees
Dorman Financial Management Email Formats
Dorman Financial Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@dormanfinancial.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@dormanfinancial.com | 75% |
{first name}{last name} | johndoe@dormanfinancial.com | 25% |
Key Contact at Dorman Financial Management
Jim Dorman
President and Senior Wealth Advisor
Company overview
| Headquarters | 557 N Wymore Rd, Suite 201, Maitland, Florida 32751, US |
| Phone number | +14077746815 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Education Planning, Asset Management, Retirement Planning, Estate And Legacy Planning, Wealth Accumulation Planning, Insurance Risk Analysis |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
About Dorman Financial Management
Dorman Financial Management is a full service financial planning firm. We take a holistic approach to financial planning and strongly believe that sound financial planning requires an in-depth analysis of all factors and considerations that may arise in the quest to meet our client's financial and personal goals. What Sets Us Apart From Other Advisors? 1. Investment Strategy to Reduce Risk: Our seasonal investment strategy is unique in that it helps to capture gains and helps to reduce risk in the following ways: • We reduce equity exposure in the more volatile under performing months and increase equity exposure the remainder of the year. • We review all investments on a quarterly basis, updating all clients’ portfolios at the same time. 2. Comprehensive Financial Planning Services: Your comprehensive financial plan is evaluated every 2 years and includes: Retirement Planning Estate Planning Tax Planning Beneficiary Planning Insurance Planning College Planning Dorman Financial Management, P.A. is registered as an investment advisor with the SEC. The firm only transacts business in states it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Dorman Financial Management has never raised funding before.
Frequently asked questions
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