Oberlander Dorfman, Inc. Financial Services
Products & Services Staff Directions Quotes Non-Profit


Mark Dorfman, CLU ChFC
President, CEO

Ext. 107
Mark@TheBestGA.Com

About Mark

Mission Statement: To bring innovative financial and insurance products to the brokerage community and to the corporate world, and to deliver an exceptional level of service. To help people preserve, build and transfer wealth.

Education: BA Finance - Boston University - CLU & ChFC - American College

Special Interests: • Spending time with Friends & Family • Golf • Tennis • Skiing • Travel • Softball
Activity Involvement
Organizations
World Travel

• Advanced Estate Planning
• Corporate Benefits
• NYS Dept. of Insurance Approved Cont. Education Instructor
• Comprehensive Asset Management., a Broker/Dealer, Member FINRA/SPIC
• Oppenheimer’s Presidents’ Council
• Estate Planning Council of NY
• 2007-2008 Chair of MDRT’s Top of the Table
• Life Underwriter’s Association
• National Association of Independent Life Brokerage Agencies

Argentina, Spain, Austria, Italy, France,
Monaco,Switzerland, Denmark, Hawaii,
Iceland, Romania, Budapest, England,
Germany, Scotland, Poland, Hong Kong,
China, Ireland,Mexico, Israel, Canada,
Croatia, Uruguay, Prague, Greece
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

 

©2001 Oberlander Dorfman, Inc. - Last Updated July 2009 Contact Us