ODI Financial

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

700 Merrick Rd, Lynbrook, New York, 1156...

Phone Number

(877) 357-7570

Revenue

$6.2 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About ODI Financial

For more than three generations, ODI Financial has provided individuals, families and corporations with personalized financial consulting and professional services in the areas of financial planning, wealth management and insurance. We shine the light on the optimal path that best suits each clients unique financial journey in a dynamic manner. Our proprietary ODI Process allows us to understand each of our clients on a deeper level and develop a long-term relationship built on sound counsel and sage advice. From accountants and lawyers to entertainers and entrepreneurs, our clients continuously turn to ODI because our guiding light shines the brightest. We shatter the complexities of wealth and investment management. We make decision-making easy for our clients by streamlining the process into simple, digestible and transparent factors to help them see the value working with ODI. Building a lasting relationship is our top priority. Our proprietary ODI Process allows us to understand eRead more
ODI Financial's Social MediaPopular SearchesODI Financial IncOdi FinancialOdiOdi Baxter Street LLCOdifinancialSIC Code 62,628NAICS Code 52,523Show more

ODI Financial Org Chart

MD
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Chief Executive Officer

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Senior VP, Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ODI Financial

$6.2M
11-50
Private
-
1988
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ODI Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ODI Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ODI Financial.

ODI Financial Tech Stack

A closer look at the technologies used by ODI Financial

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Frequently Asked Questions Regarding ODI Financial

What is ODI Financial's official website?
ODI Financial's official website is www.odifinancial.com
What is ODI Financial's Revenue?
ODI Financial's revenue is $6.2 Million
What is ODI Financial's SIC code?
ODI Financial's SIC: 62,628
What is ODI Financial's NAICS code?
ODI Financial's NAICS: 52,523
How many employees does ODI Financial have?
ODI Financial has 11-50 employees
What industry does ODI Financial belong to?
ODI Financial is in the industry of: Finance, Insurance, Securities Trading
What is ODI Financial competition?
ODI Financial top competitors include: Copper Canyon Wealth Management, MassMutual, Pillar Wealth Management, Westex Investment Services
What technology does ODI Financial use?
Some of the popular technologies that ODI Financial uses are: Google Universal Analytics, Squarespace Online Stores, Embedly, WisePops
How do I contact ODI Financial?
ODI Financial contact info: Phone number: (877) 357-7570 Website: www.odifinancial.com
What does ODI Financial do?

For more than three generations, ODI Financial has provided individuals, families and corporations with personalized financial consulting and professional services in the areas of financial planning, wealth management and insurance. We shine the light on the optimal path that best suits each clients unique financial journey in a dynamic manner. Our... proprietary ODI Process allows us to understand each of our clients on a deeper level and develop a long-term relationship built on sound counsel and sage advice. From accountants and lawyers to entertainers and entrepreneurs, our clients continuously turn to ODI because our guiding light shines the brightest. We shatter the complexities of wealth and investment management. We make decision-making easy for our clients by streamlining the process into simple, digestible and transparent factors to help them see the value working with ODI. Building a lasting relationship is our top priority. Our proprietary ODI Process allows us to understand each of our clients on a deeper level, visualize a roadmap of their life goals and support them through every life milestone. Essential financial services under one umbrella. Our unique service model incorporates specialists in the areas of corporate benefits, life insurance, wealth management and financial planning under one umbrella. This allows us to provide our clients with a comprehensive suite of solutions for all their financial needs. Utilizing our proprietary ODI Process, we thoroughly evaluate all aspects of your life to develop a customized plan to achieve your financial goals. We believe that meaningful long-term, multi-generational wealth preservation is achieved by establishing a highly specific financial plan. Within the realm of serious planning, no discipline stands alone. Our Wealth Strategists understand the challenges of the exceedingly complex intersect of multi-generational financial, legal, philanthropic and tax planning. We provide professional guidance, exceptional service, and access to outstanding ...Read More

What are ODI Financial social media links?
ODI Financial Linkedin page ODI Financial Twitter page ODI Financial Facebook page
Is ODI Financial a public company?
ODI Financial is private company therefore does not currently have an official ticker symbol
See more information about ODI Financial

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