Dolphin Financial Group 2430 Estancia Boulevard, Clearwater, FL 33761

"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."

"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."

"I highly recommend Daniel (Dan) Wendol with The Dolphin Financial Group, he guided me through questions I needed answers to before I met with the Social Security Interviewer regarding my Widow Survivor Benefits. As a result, my benefits were processed and deposited quickly into my account because of the knowledge I gained through watching “Dan YouTube Videos” and speaking with him directly over the telephone. Without Dan I would not have had the knowledge I needed to make the right decisions for my current and future Social Security Benefits. He really cares about people and not just about making sales and/or commissions. Thank you Dan, for all you do!!!"

"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."

"When I first got to Daniel, my healthcare and finances were in a shamble, and he was so kind to spend a lot of time with me to help me sort out the mess and get me back on the right track. Daniel went above and beyond what was expected of him just to help me. He always worked for my best interests through the 2-3 years since I been going to him. There is no one else I would go to. I highly recommend Daniel for his honesty, genuine care to help you with where you are at and doing his best to make sure that you are good now and for the long run."