What departments does ODI Financial have?

ODI Financial has employees across 1 departments including Administrative.

What is the largest department at ODI Financial?

The largest department at ODI Financial is Administrative with 1 employees.

Where are ODI Financial employees located globally?

ODI Financial has employees across 2 continents and 2 countries including India, United States Of America.

How has ODI Financial's team size changed over time?

ODI Financial's team has grown from approximately 4 to 5 employees based on available data.

ODI Financial Employee Directory

Financial ServicesNew York, United States11-50 Employees

ODI Financial is a financial services firm based in Lynbrook, New York, that serves accountants, lawyers, business owners, and individuals. The firm provides a range of planning and advisory services, including tax, estate and business succession consulting, financial planning, portfolio management, and both traditional and emerging insurance products, with the aim of building secure financial futures for clients and their families and businesses. Its client base consists of professionals and individuals seeking tailored solutions that address complex planning needs, risk management, and wealth transfer considerations. Positioned in the financial services industry, ODI Financial emphasizes personalized service and expertise across its multidisciplinary offerings to meet diverse client situations. The company operates from its Lynbrook location and has a professional team dedicated to delivering comprehensive financial planning and advisory services.

ODI Financial Global Highlights

North America
9

United States Of America
9

Asia
3

India
3

ODI Financial's Leadership

D. A.
Principal
Mobile Phone
Email
K. S.
Administrative Assistant
Mobile Phone
Email

ODI Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Other

Contact profiles from ODI Financial

Name

Title

Contact

Location

Last Update

D. A.
Principal
Mobile Phone
Email
Oct 17, 2024
K. S.
Administrative Assistant
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is ODI Financial known for?

ODI Financial was founded in 1988 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-973-394-****

. Explore ODI Financial's company overview page for more information.

What is ODI Financial's most common email format?

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?

ODI Financial has approximately 11 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are ODI Financial's key employees and leadership?

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

Principal: D. A.
Administrative Assistant: K. S.

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ODI Financial Employee Directory

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