Joyce Dormady, CFP

The hardest task I’ve ever faced was untangling my mother’s estate after she suddenly died last March. Imagine how fortunate I felt when Joyce and David Dormady sprang into action. They found an excellent attorney for the settling of my mom’s estate and the sale of her house, and a great realtor who not only sold the home but quickly disposed of most possessions. (This was vital since I live out of town.) The Dormadys interacted with my mother’s banks and made sure my finanical interests were thoroughly protected. What might have been a nightmare during a period of intense grief became a seamless and relatively easy process in the hands of these caring and astute professionals. I can’t recommend them highly enough for their skills and their empathy.

After how many years? Yikes! I am still working with Joyce as my trustworthy financial planner. I just recently talked to her about some developments in my financial future — as I do regularly — and she continues to give me great advice. She is so pleasant to talk to — a genuinely nice person — and that is really great. But the bottom line of her business is what clinches it for me… my portfolio continues to grow at a very nice rate. All around — I am a super happy camper.

I have worked with Joyce and Dave for more years than I care to count. They have seen me through many life transitions including the death of my parents, job changes, college funding and now my impending retirement. Through it all, I have received common sense advice provided in a caring way. These are people that I counted upon and they delivered. I remember many instances where I was «talked down off the ledge» during market turmoil and where I vetted an investment scheme which was not appropriate for me. Early on, I was encouraged to begin setting aside extra money in addition to my mandatory retirement. In addition I was given quality advice about my will and estate, insurance and taxes. I am not rich in the conventional sense but I will be comfortable in my retirement. For that I am grateful for the lifetime of service I have received from the Dormadys.

I’m very fortunate to be a long-​time client of Joyce and Dave Dormady. Their professionalism, integrity, wisdom and compassion set them apart. Managing finances can be complicated but they have made it easy for me. My portfolio has been well managed and I have received sage advice along the way. Thanks to their stewardship, I am well prepared for my retirement.

Joyce and Dave have been superbly helpful, attentive and wise over the years that they’ve managed my money. We meet annually to review investment strategy and to update investments. My investments have performed relatively well, even during 2008, and they’ve always responded promptly to any questions or concerns. I recommend them without hesitation.

I became a client of Joyce and Dave Dormady approximately 2001 and stayed until the end of 2011. While they were very nice and responsive to emails and phone calls, the things that finally made me move ALL of my meager savings to someplace was their inability or unwillingness to tell me how much they were collecting in fees to «manage» my money. (I use the term «manage» very loosely.) During all the years that I had my money with them, I rarely heard from them except when I contacted them. Then, suddenly, a rebalance of my assets would take place. A rebalance of one’s assets should be done at least annually. I was later told by my new money manager that the mutual funds in which I was invested were expensive and high risk for someone my age. When I pointed out to Joyce that Quicken was stating that there were less expensive and better managed funds, she disagreed and said that Quicken was wrong. Now I find it was right all along. I was also told in an email from Joyce that I was currently her most unhappy client. I rarely called or emailed them so I don’t understand how she could say such a thing. I wish I knew back in 2001 what I know today.
Take your money and go elsewhere. I do NOT recommend this place unless you want your money to manage itself.