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About The Dowling Group

Origins

Founded in 1979 by Joseph M. Dowling, CPA, The Dowling Group has been serving its clients out of its Stamford and New York City offices since. We believe in a client centric approach in which we provide service not products by maintaining independence and offering unbiased advise.

Joseph opened his practice in Old Greenwich, CT under the name Joseph M. Dowling, CPA. JMD, CPAs specialized in income tax consulting for individuals, corporations, estates and trusts. Financial planning and investment advisory services have been a part of JMD, CPAs' service offerings from the beginning, based on the philosophy that planning is the cornerstone to success.

Growth

Over the years the financial planning and investment advisory practice grew into a need for wealth management. As a result, Dowling Financial Services, Inc. was born in 1981. DFS, Inc., Registered Investment Advisor was formed to meet our clients' growing needs for investment management and financial planning services. Our approach to financial planning and wealth management allows clients to meet their financial goals while retaining hands-on control of their assets and financial plan.

Today Joseph M. Dowling, CPAs and DFS, Inc. are affiliated under the umbrella of The Dowling Group. Our goal at The Dowling Group is to present a full offering of financial services. We have designed our in-house systems to offer most of these services under one roof.

From income tax consulting and preparation to financial and retirement planning for individuals or small business, we assure a personalized approach to client needs. We hope that we have the pleasure to answer your questions or schedule a free consultation.