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James B. Dorman, Jr., CFP®

Dorman Financial Management PA

341 N Maitland Ave
Ste 250
Maitland, FL 32751
Phone: (407) 774-6815
Fax: (407) 645-1484

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.