If you have a tricky US-based case on your desk and you don’t know who to turn to, it means it’s time to become familiar with Mark Dorfman.
Mark Dorfman is the CEO and founding partner of 3 different financial service companies. These companies include Oberlander Dorfman Inc., one of the most successful financial planning firms in New York and Nosuris, a New York-based Registered Investment Advisory Firm.
Dorfman brings a wealth of financial knowledge to the table and is continuously developing strategic financial planning solutions for his ever-growing client base. Dorfman strives to bring clients and brokers exceptional service by keeping them in a current mindset with new products and consistently delivering fresh ideas.
Dorfman’s services and knowledge span from business in the private sector to non-profit organizations, with a specialty in advanced estate planning and corporate benefits. Dorfman is a regular speaker at industry events and teaches continuing education courses to licensed brokers, accountants and attorneys.
In addition, Dorfman has been a member of the Million Dollar Round Table (MDRT) since 1997. As part of MDRT’s prestigious Top of the Table Advisory Board, Dorfman served as Chairman in 2008 and has had the opportunity to travel around the world addressing financial professionals and sharing his wisdom with some of the best in the business.
Dorfman is a major asset to Barrington Wealth Partners and always there to lend a helping hand to advisors that wish to explore profitable opportunities in the United States.
If you are interested in working with Mark Dorfman on cross-border opportunities, please contact him at: mark@odifinancial.com, or visit his website: odifinancial.com