Julian Schubach
Chief Strategist in Lynbrook, New York
Julian joined ODI Financial Group in 2012 after graduating from the University at Buffalo with a B.S. Finance. Julian works directly with clients to provide strategic consulting services ranging from asset management, business planning, FP&A, corporate benefits and estate planning.
Julian is the founder of "Fiduciary News and ERISA Help Center" LinkedIn Group.
ODI Financial includes the following organizations:
Nosuris, Inc. - Fee-based wealth management and estate planning, pension and retirement plan consulting, MEP platforms, education and open-architecture plans.
Oberlander Dorfman, Inc - Asset management, income strategies, business consulting, charitable giving strategies, property development investments and corporate benefits.
The Best GA, Inc. - Insurance brokerage general agency. The Best GA employs underwriters and a brokerage back office for financial professionals.
For more information about ODI Financial Group please visit ODIFinancial.com