Dorman Financial Management

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

557 N Wymore Rd Ste 201, Maitland, Flori...

Phone Number

(407) 774-6815

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Dorman Financial Management

Dorman Financial Management is dedicated to helping clients achieve financial independence through personalized investment management, tax planning, estate planning, retirement planning, college fund planning, and risk management services. The firm emphasizes building strong relationships with clients, understanding their aspirations, and exceeding their expectations. They aim to transform wealth into a means of freedom and purpose, while also actively contributing to the community. Their target clients include individuals seeking comprehensive financial strategies to secure their financial future.Explore more
Dorman Financial Management's Social MediaPopular SearchesDorman Financial Management PADorman Financial IncDorman Benefit ConsultantsDorman FinanceDonna J Dorman IncSIC Code 62,628NAICS Code 52,523Show more

Dorman Financial Management Org Chart

PhoneEmail
James Dorman, President & Senior Wealth Advisor at Dorman Financial Management
United States flag for contact location.

President & Senior Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Dorman Financial Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Dorman Financial Management

Compare insights from companies similar to Dorman Financial Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dorman Financial Manageme...

<$5M
1-10
Private
-
2001
James Dorman, President & Senior Wealth Advisor at Dorman Financial Management
James DormanPresident & Senior Wealth Advisor
$6.4M
1-10
Private
<$5M
2016
N/A
<$5M
1-10
Private
-
2012
LM
Luthando MvaxaInsurance Sales Agent
<$5M
1-10
Private
-
2014
MM
Michael MartinPrincipal, Financial Advisor, CRPC, Financial Blogger
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
NV
Nicole VongManager, Client Services
<$5M
1-10
Private
-
1996
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dorman Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dorman Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dorman Financial Management.

Dorman Financial Management Tech Stack

A closer look at the technologies used by Dorman Financial Management

Top Finance Companies

Frequently Asked Questions Regarding Dorman Financial Management

What is Dorman Financial Management's official website?
Dorman Financial Management's official website is www.dormanfinancial.com
What is Dorman Financial Management's Revenue?
Dorman Financial Management's revenue is <$5 Million
What is Dorman Financial Management's SIC code?
Dorman Financial Management's SIC: 62,628
What is Dorman Financial Management's NAICS code?
Dorman Financial Management's NAICS: 52,523
How many employees does Dorman Financial Management have?
Dorman Financial Management has 1-10 employees
What industry does Dorman Financial Management belong to?
Dorman Financial Management is in the industry of: Finance, Securities Trading
What is Dorman Financial Management competition?
Dorman Financial Management top competitors include: Marius Wealth Management, Copper Canyon Wealth Management, Titan Wealth Management, National Financial Resources
What technology does Dorman Financial Management use?
Some of the popular technologies that Dorman Financial Management uses are: reCAPTCHA, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Dorman Financial Management?
Dorman Financial Management contact info: Phone number: (407) 774-6815 Website: www.dormanfinancial.com
What does Dorman Financial Management do?

Dorman Financial Management is dedicated to helping clients achieve financial independence through personalized investment management, tax planning, estate planning, retirement planning, college fund planning, and risk management services. The firm emphasizes building strong relationships with clients, understanding their aspirations, and exceeding... their expectations. They aim to transform wealth into a means of freedom and purpose, while also actively contributing to the community. Their target clients include individuals seeking comprehensive financial strategies to secure their financial future.Read More

What are Dorman Financial Management social media links?
Dorman Financial Management Linkedin page Dorman Financial Management Facebook page
Is Dorman Financial Management a public company?
Dorman Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Dorman Financial Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.