ODI ODI's Services

Services and Products can change without much notice, due to our frequently changing tax laws.

Please check with your Financial Advisor before making important decisions.

Corporate Executives & Human Resources Personnel

Defered Compensation

Executive Bonus Plan

Employee Benefits

Insurance Buying Services

The Advantage Trust

The Advantegae DBO Plan

 


Affluent Individuals & Families

Estate Planning

Retirement Planning

Accounting Services

Gifting Strategies

Charitable Bequests

Tax Preperation

Family Limited Partnerships

Business Owners

Employee Benefits

Salary Continuation

Accounting

Tax Preperation

Employer-Sponsored Split Dollar Plans

The GREIT Plan

 
Oberlander Dorfman Inc. is Independant 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
  • Last updated: July, 2009 © Copyright 2002-2008 Oberlander Dorfman, Inc. All Rights Reserved g