Oberlander Dorfman Inc
Oberlander Dorfman Inc (ODI) is a financial services firm based in Lynbrook, NY, dedicated to simplifying the complexities of financial planning for clients looking to grow and protect their wealth. With a comprehensive suite of services that includes financial planning, wealth management, and insurance solutions, ODI customizes strategies to meet the unique needs of each client.
The firm is led by Founder and CEO Mark Dorfman, a highly respected financial advisor with decades of experience in advising high net worth individuals and corporate executives. Under the guidance of a knowledgeable team, including Senior Vice President Julian Schubach, ODI aims to foster long-term wealth preservation and deliver exceptional service tailored to individual goals.
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