Together We can create a plan for the future you want

The Zelniker Dorfman Group Scott Zelniker, Peter Dorfman, Jolene Tepedino, Molly Helgren, Ryan Lynch

The Zelniker Dorfman Group


phone

212-713-3645
941-364-7271



phone

888-864-4890



address

UBS Financial Services Inc.
1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



Our relationship forms the basis of all of our work together. We don't make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.

Our office locations

1819 Main Street
9th Floor
Sarasota, FL 34236

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



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