ODI Financial
Watch to see our CEO, Mark Dorfman, introduce and explain who we are here at ODI Financial, what ODI stands for, and what our philosophy is towards managing wealth for our clients.
ODI Financial has been providing accountants, lawyers, business owners and individuals with innovative solutions that can help build secure financial futures for their clients, their businesses and their families.
As the world of complex planning has changed throughout the years, ODI Financial has remained on the cutting edge.
Drawing on sophisticated tax, estate and business succession consulting, financial planning, portfolio management and traditional and newly-emerging insurance products, ODI Financial builds tailored solutions to meet each client’s individual situation.
ODI Financial professionals share a dedication to providing superior service that’s second-to-none and a commitment to delivering innovative financial solutions.
Our experience and expertise in financial planning service is unparalleled. Our professionals are among the best in their respective fields.
