Jim Dorman

President & Senior Wealth Advisor

Phone: (407) 774-6815
Fax: (407) 645-1484
E-mail:

ROLE:

*  Provides strategic investment concepts, financial planning and broad executive management

*  Estate Planning Review & Council

*  Investment Product Research

*  Tax Returns & Tax Planning **

 

**Representatives of NEXT Financial Group, Inc. do not offer tax advice.  Consult Dorman Financial Management for all tax matters.

Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Dorman Financial Management, P.A., A Registered Investment Advisor.  

Dorman Financial Management, P.A. is not an affiliate of NEXT Financial Group, Inc.

Dorman Financial Management, P.A., 341 N. Maitland Ave., Ste. 250, Maitland, FL 32751.  Phone - (407)774-6815.