ODI Financial Employee Directory

Financial ServicesNew York, United States11-50 Employees

ODI Financial has been providing accountants, lawyers, business owners and individuals with innovative solutions that can help build secure financial futures for their clients, their businesses and their families. As the world of complex planning has changed throughout the years, ODI Financial has remained on the cutting edge. Drawing on sophisticated tax, estate and business succession consulting, financial planning, portfolio management and traditional and newly-emerging insurance products, ODI Financial builds tailored solutions to meet each client’s individual situation.

ODI Financial professionals share a dedication to providing superior service that’s second-to-none and a commitment to delivering innovative financial solutions. Our experience and expertise in financial planning service is unparalleled. Our professionals are among the best in their respective fields.

Find ODI Financial employees' phone numbers or email addresses

ODI Financial Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

ODI Financial's Leadership

  • Stylized image of a person
    M. D.
    Chief Executive Officer
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  • Stylized image of a person
    L. V.
    Head Of Non-Profits Employee Benefits Coverage
    Phone icon
  • Stylized image of a person
    M. P.
    Director
    Phone icon
  • Stylized image of a person
    D. A.
    Principal
    Phone icon
  • Stylized image of a person
    K. S.
    Administrative Assistant
    Phone icon

ODI Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Human Resources
  • Accounting
  • Administrative
  • Other

Contact profiles from ODI Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
    United StatesNew York
    Oct 04, 2025
  • Stylized image of a person
    L. V.
    Head Of Non-Profits Employee Benefits Coverage
    Phone icon
    United StatesNew York
    Feb 19, 2026
  • Stylized image of a person
    M. P.
    Director
    Phone icon
    United StatesNew York
    Mar 24, 2026
  • Stylized image of a person
    D. A.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    K. S.
    Administrative Assistant
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is ODI Financial known for?

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ODI Financial was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 700 Merrick Road Lynbrook, New York 11563 United States; you can contact the main corporate office by phone at . Explore ODI Financial's company overview page for more information.

What is ODI Financial's most common email format?

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ODI Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ODI Financial email formats with LeadIQ.

How many employees does ODI Financial have currently?

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ODI Financial has approximately 11 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are ODI Financial's key employees and leadership?

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As of April 2026, ODI Financial's key employees include:

  • Chief Executive Officer: M. D.
  • Head Of Non-Profits Employee Benefits Coverage: L. V.
  • Director: M. P.
  • Principal: D. A.
  • Administrative Assistant: K. S.

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