Network·Venture Capital
📍 LYNBROOK, NY
SEC CRD #801-135759
Long Island Financial Advisor, Entertainment Financial Advisor, Wealth Manager and Financial Advisor for Actors and people in entertainment, NFT financial advisor, Top Financial Advisor in Long Island investing strategies wealth management firms private banking financial advisors financial advice wealth management financial planning assets under management top wealth manager top financial advisor, best financial advisor long island suffolk county financial advisor financial firm near me Info@odifinancial.com (877) 357-7570 Home About Us Our Team Entertainment Blog CONTACT US Take Our Quiz G-DPGHBNQXXM Shining the Light on Your Financial Future ORGANIZE | DEFINE | IMPLEMENT A welcome message from our Founder and CEO, Mark Dorfman Schedule a 15 minute consultation with Mark OUR MISSION Planning for your financial future can be a daunting process. Our mission is to simplify the process of growing and protecting your wealth. With our combined expertise in financial planning, wealth management, corporate benefits and wealth protection vehicles under one umbrella, ODI is uniquely positioned to provide our clients with a comprehensive suite of financial solutions that is custom-tailored to each client’s individual pursuits. Learn More We can help you build and protect your financial future. Contact Us Today Specialty divisions Financial Planning We believe that meaningful long-term, multi-generational wealth preservation is achieved by establishing a highly specific financial plan.
MARK DORFMAN
CHIEF COMPLIANCE OFFICER
📞 (516) 887-7788
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AUM
$95M
Location
LYNBROOK, NY
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