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Description
DM Financial was founded by Dolores Monte, who has over thirty-five years of Investment, Tax and Financial planning experience. Click for Personal Profile D.M.F.S. offers services relating to all areas of financial planning, including tax preparation, tax planning and IRS representation. We offer services involving Educational and Retirement planning. Dolores Monte's investment experience has been primarily with retired individuals with specific emphasis on tax, real estate planning and income. She offers a full line of Investment products through Financial Advisors of America LLC as well as insurance reviews and placement, including life, health, long term care and annuities. A Tax Advisor, Dolores Monte has over 36 years of experience on Wall Street. She started doing "short form" tax returns at 10 years of age, which she learned from her father, Sal Monte. Sal, an accountant and Realtor, opened Monte's Realty over sixty years ago, five blocks from where he was born. He is currently retired and lives with his wife of sixty-seven years in the same Bay Ridge community.