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DORVAL & CHORNE FINANCIAL ADVISORS
DORVAL & CHORNE FINANCIAL ADVISORS is a highly reputable and experienced financial advising firm, dedicated to helping clients achieve their financial goals. With a team of expert financial advisors who possess extensive knowledge and experience in the industry, DORVAL & CHORNE is a trusted partner for individuals, families, and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
DORVAL & CHORNE’s primary objective is to provide tailored solutions that meet the unique financial needs and goals of their clients. They pride themselves on offering comprehensive financial planning strategies and investment management services that are personalized to each client’s specific situation. Some key takeaways on how DORVAL & CHORNE helps their clients include:
- Offering personalized financial planning advice to help clients reach their long-term financial goals
- Providing investment management solutions that align with clients’ risk tolerance and financial objectives
- Utilizing a well-thought-out, disciplined approach to investing, tailored to each client’s specific circumstances
- Supplying custom solutions that cater to the diverse needs and goals of individual clients
Facts and Insights
Here are some useful facts and insights about DORVAL & CHORNE FINANCIAL ADVISORS:
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | DORVAL & CHORNE FINANCIAL ADVISORS |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 30+ years |
Financial Services Offered
DORVAL & CHORNE offers a wide range of financial services, including but not limited to:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Corporate Retirement Plans
Client Types
DORVAL & CHORNE caters to a diverse clientele, including:
- Individuals and families
- High Net Worth Individuals
- Business Owners
- Corporations and Small Businesses
- Non-profit organizations
Fees & Compensation
DORVAL & CHORNE believes in transparency when it comes to fees and compensation. They have a fee-based compensation structure where clients pay a set fee for the services provided. They do not receive any commissions or kickbacks from product sales, ensuring that their advice is unbiased and in the best interest of their clients.
Background
DORVAL & CHORNE was founded in 1991 by John Dorval and Mark Chorne, two experienced financial advisors who shared a passion for helping people achieve financial success. With decades of experience, the firm has helped countless individuals and businesses achieve their financial goals with their personalized and comprehensive approach.
Financial Advisor Disclosures to Know
As a financial advisor, it is important to disclose any potential conflicts of interest or disciplinary actions. Here are some disclosures to know about DORVAL & CHORNE:
- Neither John Dorval nor Mark Chorne have any disciplinary actions on their records.
- The firm has no disciplinary actions on its record.
- John Dorval is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Overall, DORVAL & CHORNE FINANCIAL ADVISORS is a highly reputable and trusted financial advisor firm that puts the needs and goals of their clients first. With their expert team and comprehensive services, they are a valuable resource for anyone seeking financial guidance.