Blue Ocean Wealth Advisors

Dorman Financial Management is a registered investment adviser based in Maitland, FL, dedicated to building strong relationships with their clients and exceeding their expectations. With a team of experienced professionals, they offer a range of financial services including annuity, long-term care insurance, life insurance, and 401(k) information. Their mission is centered around understanding their clients' hopes and aspirations, providing personalized investment advice, and helping clients achieve their financial goals. Committed to staying up-to-date with the latest market trends and regulations, Dorman Financial Management provides valuable resources such as articles, calculators, newsletters, and videos on their website. They also offer services like estate tax estimation, college funding calculation, and tax-deferred savings comparison. With a focus on transparency and client satisfaction, Dorman Financial Management strives to provide comprehensive financial solutions tailored to each client's unique needs.Generated from the website

Legacy Financial Group, based in Maitland, FL, is a reputable mortgage lending company serving the entire state of Texas. Led by experienced mortgage lender Joy Bates, the team at Legacy Financial Group specializes in helping individuals secure home loans, whether for purchasing a new home, refinancing, or investing in property. With a focus on providing personalized and efficient service, Legacy Financial Group offers a range of mortgage loan programs tailored to meet the diverse financial needs of clients, including first-time homebuyers, small business owners, and individuals with varying credit histories. Clients can expect expert guidance and support throughout the loan application process, making it easy to navigate the complexities of securing a mortgage in Texas. Generated from the website

Privada Wealth Management Invest in Yourself. This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value: - Freedom from proprietary products, - A questioning, engaged attitude, - A desire for portfolio management, - A belief that people are worth more than their assets. If you are looking for a hot stock or the best CD rates of the day, you may not be the right fit for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants.