What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Call

      REVIEWS write reviewWrite a Review

      Be the first to review!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      DETAILS
      We take the complexity out of retirement.
      General Info
      WELCOME TO DORSETT FINANCIAL SERVICES Achieving financial success can be a complex and confusing process to even the most experienced individuals one that requires a significant amount of time, knowledge, and resources. Today's financial environment demands an approach that incorporates the knowledge of skilled professionals, a variety of available strategies, and the independence required to provide objective recommendations. At Dorsett Financial Services, we utilize a step-by-step process to help prepare you both for your future and the future of your loved ones. This process includes: Identifying your goals Designing a strategy specific to your needs Assisting you in the implementation of your strategy Monitoring and adjusting your strategy over time as needs change At Dorsett Financial Services, we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life's journey to help you reach your destination. We are committed to remaining by your side to help you achieve the results you desire. We assist clients with the twists and turns that life deals wherever possible (such as job changes, aging parents, birth of children and grandchildren, marriage, divorce, or death of a family member) by helping maximize opportunities and minimize the impact to your financial well-being. We also work with our clients, with the help of local tax and legal professionals, to aid in accomplishing goals such as funding educational expenses, minimizing both current income and future estate taxes, preparing for retirement and maintaining your current lifestyle throughout your retirement years.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Social Links
      Categories
      Investments, Financial Planning Consultants, Insurance, Life Insurance
      Services/Products
        Estate PlanningDiversificationAsset AllocationRetirement PlanningTax PlanningWealth ManagementEquity InvestmentsFinancial ManagementInvestment PlanningInsurance PlanningCollege PlanningIndependent Insurance AgentsIRA RolloversFinancial Education WorkshopsInheritance Planning
        Asset ManagementSEP Individual Retirement AccountsAnnuitiesMoney Market AccountsInvestmentsBondsMutual FundsUniversal Life InsuranceIndividual Retirement AccountsRoth Individual Retirement AccountsIndex FundsFixed AnnuitiesWhole Life InsuranceSupplemental Insurance
      Payment Options
      Brands
      AXA Equitable, American Family, Bankers Life & Casualty, Cigna, Co-Operators Insurance, Hartford, Kemper Group, Massachusetts Mutual, Nationwide Ins Co, Primerica Financial Svc, Prudential, Safeco, Sentry-Dairyland, Shelter Ins, Sun Life Assurance, Travelers
      Location
      Y
      Accreditation

      Masters of Financial Services (MSFS)

      Charter Life Underwriter (CLU)

      Chartered Financial Consultant (ChFC)

      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.