Dorfman FinOp Services, LLC Email Format
Financial ServicesMassachusetts, United States0-1 Employees
Dorfman FinOp Services, LLC provides outsourced financial and operational principal support to the broker-dealer community, along with bookkeeping and ongoing consulting. All services are delivered by a Series 27 licensed financial/operations principal who is a former FINRA examiner and a CPA. The company is based in Lynnfield, Massachusetts. It serves broker-dealers with specialized outsourcing and related bookkeeping and advisory work, anchored by principal-level expertise. As a small, single-principal operation, it focuses on delivering professional support within the financial services sector.