Oberlander Dorfman, Inc

Oberlander Dorfman, Inc. Financial Services

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Bart Dorfman
Vice-President, COO

Ext. 108
Bart@TheBestGA.Com

About Bart

Mission Statement: To provide creative and innovative Insurance Solutions to the never-ending rise in Employee Benefit costs.

Education: • University of South Florida • Life Underwriting Training Council • Certified Long Term Care

Special Interests:• Avid football fan - Jets• Poker Player Extraordinire • Spending time with family – wife, Elisabet and daughter, Rachel

Activity Involvement	Organizations	World Travel
• Corporate Employee Benefits • IRA Distribution Planning • Estate Planning • Financial Workshops	• Society of Certified Senior Advisors • International Association of Financial Planning • Ed Slott’s Elite IRA Advisor Group	Argentina, Spain, Turkey Greece, Italy, France Monaco, Mexico, Israel Canada

Years at ODI

Co-Founded ODI - 1988

Oberlander Dorfman Inc. is Independent of Comprehensive Asset Management and Servicing Inc. Investment Advisory Services Offered through Comprehensive Capital Management, Inc., an SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing Inc. - Member, FINRA/SIPC/MSRB
Oberlander Dorfman Inc. is Independent of Tower Square Securities; Securities offered through Tower Square Securities - Member, FINRA/SIPC/MSRB