About
At DW Financial Group LLC, we partner with retirees and those nearing retirement to build a financial foundation that lasts. Our commitment is to deliver personalized solutions that ensure you achieve and maintain financial independence.
We specialize in three critical areas for your golden years:
Dependable Retirement Income: Creating strategies to convert your assets into a reliable, tax-efficient income stream that you cannot outlive.
Long-Term Care (LTC) Preparedness: Implementing practical solutions to address the rising cost of long-term care, safeguarding your savings from unexpected health expenses.
Lasting Legacy: Developing strategies to maximize the wealth you pass on to your heirs, helping to minimize taxes.
Contact us
Hours
| Monday | 9โฏAMโ5โฏPM |
| Tuesday | 9โฏAMโ5โฏPM |
| Wednesday | 9โฏAMโ5โฏPM |
| Thursday | 9โฏAMโ5โฏPM |
| Friday | 9โฏAMโ5โฏPM |
| Saturday | 9โฏAMโ1โฏPM |
| Sunday | Closed |
Location
Texas, USA
Florida, USA
Illinois, USA
Maryland, USA
Virginia, USA
New Jersey, USA
Washington, USA
New York, NY, USA
Pennsylvania, USA
West Virginia, USA
North Carolina, USA
Posts
Services
Annuity
Stop leaving your retirement to chance. Our modern annuity products offer a powerful way to capture market-linked growth while shielding your principal from downturns. Whether you're looking for immediate income or a long-term accumulation strategy, we tailor our annuities to fit your unique timelin
Tax Free Accounts
What if you could participate in the stock market's upside without ever worrying about a market crash? Our Tax-Free IUL accounts provide a '0% Floor,' ensuring your principal is protected even during a recession. We help you build a flexible wealth bucket that grows tax-deferred and can be accessed
Reviews
5 out of 5
(3 reviews)
5
5
4
3
2
1
Alvin Naill
a month ago
Working with Dora has been a wonderful experience. She is very knowledgeable about the business.she also explains things so that i understand.. Like financial plans that I know nothing about.. It has been a real pleasure working with her. She is a kind professional lady that gets things done. I would recommend her services to everyone..
Marcin Borecki
a month ago
Iโm in my 40s and had been putting off retirement planning because every conversation Iโd had before felt confusing or salesy. Working with Dora was completely different.
She didnโt push products. She didnโt talk over my head. She took the time to understand what I wanted my retirement to look like โ income needs, lifestyle goals, protecting my kids โ and then built a plan that actually made sense.
For the first time, I feel confident and clear about my financial future. My money finally has direction, and I know exactly what itโs set up to do for me down the road.
About
At DW Financial Group LLC, we partner with retirees and those nearing retirement to build a financial foundation that lasts. Our commitment is to deliver personalized solutions that ensure you achieve and maintain financial independence.
We specialize in three critical areas for your golden years:
Dependable Retirement Income: Creating strategies to convert your assets into a reliable, tax-efficient income stream that you cannot outlive.
Long-Term Care (LTC) Preparedness: Implementing practical solutions to address the rising cost of long-term care, safeguarding your savings from unexpected health expenses.
Lasting Legacy: Developing strategies to maximize the wealth you pass on to your heirs, helping to minimize taxes.
Hours
| Monday | 9โฏAMโ5โฏPM |
| Tuesday | 9โฏAMโ5โฏPM |
| Wednesday | 9โฏAMโ5โฏPM |
| Thursday | 9โฏAMโ5โฏPM |
| Friday | 9โฏAMโ5โฏPM |
| Saturday | 9โฏAMโ1โฏPM |
| Sunday | Closed |
Location
Texas, USA
Florida, USA
Illinois, USA
Maryland, USA
Virginia, USA
New Jersey, USA
Washington, USA
New York, NY, USA
Pennsylvania, USA
West Virginia, USA
North Carolina, USA
Services
Annuity
Stop leaving your retirement to chance. Our modern annuity products offer a powerful way to capture market-linked growth while shielding your principal from downturns. Whether you're looking for immediate income or a long-term accumulation strategy, we tailor our annuities to fit your unique timelin
Tax Free Accounts
What if you could participate in the stock market's upside without ever worrying about a market crash? Our Tax-Free IUL accounts provide a '0% Floor,' ensuring your principal is protected even during a recession. We help you build a flexible wealth bucket that grows tax-deferred and can be accessed
Contact us
Posts
Reviews
5 out of 5
(3 reviews)
5
5
4
3
2
1
Alvin Naill
a month ago
Working with Dora has been a wonderful experience. She is very knowledgeable about the business.she also explains things so that i understand.. Like financial plans that I know nothing about.. It has been a real pleasure working with her. She is a kind professional lady that gets things done. I would recommend her services to everyone..
Marcin Borecki
a month ago
Iโm in my 40s and had been putting off retirement planning because every conversation Iโd had before felt confusing or salesy. Working with Dora was completely different.
She didnโt push products. She didnโt talk over my head. She took the time to understand what I wanted my retirement to look like โ income needs, lifestyle goals, protecting my kids โ and then built a plan that actually made sense.
For the first time, I feel confident and clear about my financial future. My money finally has direction, and I know exactly what itโs set up to do for me down the road.
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