ODI Financial

  • Financial Services
  • Lynbrook NY
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
700 Merrick Road, Lynbrook NY
Website
odifinancial.com
Phone
(877) 357-7570
Employees
10
Founded in
1988
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$6B

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Who is ODI Financial

ODI Financial is a United States-based financial services company located in Lynbrook, New York. With a team of 10 employees, ODI Financial has generated $6.3 million in revenue. The company specializes in providing a comprehensive range of financial solutions to a diverse clientele including accountants, lawyers, business owners, and individuals. ODI Financial offers a wide array of services designed to help clients secure their financial futures. These services encompass sophisticated tax, estate, and business succession consulting, financial planning, portfolio management, and both traditional and cutting-edge insurance products. The company distinguishes itself through its commitment to delivering innovative solutions tailored to each client's unique circumstances. ODI Financial's professionals prioritize providing exceptional customer service and boast extensive experience and expertise in financial planning. For inquiries or to learn more about ODI Financial's services, you can visit their website at odifinancial.com.

ODI Financial Industry Tags

Asset Management
Retirement Planning
Corporate Benefits
Estate Planning
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ODI Financial Tech Stack

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FAQ

What is the location of ODI Financial's headquarters?
The headquarters of ODI Financial are situated at 700 Merrick Road, Lynbrook NY
What is ODI Financial's phone number?
ODI Financial's contact number is (877) 357-7570.
What is ODI Financial's official website?
The official website of ODI Financial can be found at odifinancial.com.
What is ODI Financial's current revenue?
As of May 2018, ODI Financial's annual revenue reached $6B.
How many employees does ODI Financial currently have?
ODI Financial employs approximately 10+ people as of May 2018
Which industries is ODI Financial primarily operating in?
ODI Financial operates in the following industries: Finance, Credit
What are ODI Financial's industry tags?
ODI Financial's industry tags include: Asset Management, Retirement Planning, Corporate Benefits
When was ODI Financial founded?
ODI Financial was founded in 1988.

Employee Directory

Key Employees

Mark Dorfman

Chief Executive Officer

Phone Email

Julian Schubach

Senior Vice President - Wealth Management

Phone Email

Lori Vines

Head of Non-Profits Employee Benefits Coverage

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