Odi Financial Inc.

Closed
700 Merrick Rd
Lynbrook, NY 11563

ODI Financial, based in Lynbrook, NY, is dedicated to simplifying the complex process of financial planning, wealth management, and protection for individuals and businesses. With a team led by experienced professionals, including CEO Mark Dorfman and Senior VP Julian Schubach, they offer a comprehensive suite of tailored financial solutions aimed at fostering long-term wealth preservation and growth.

Utilizing their proprietary ODI Process, the firm evaluates all aspects of clients' lives to develop customized plans that align with their financial goals. Their expertise spans various specialty divisions, including financial planning, wealth management, and insurance services, ensuring clients receive professional guidance and exceptional service throughout their financial journey.

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United StatesNew YorkLynbrookOdi Financial Inc.