Since establishing his company, Orfin & Associates, in 2000, Dan Orfin has been dedicated to helping his clients develop a sound financial program customized to their individual needs and desires. “We will walk you through a step-by-step process to help you feel confident in your decisions,” says Orfin. “Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.”
Headquartered in Troy, Mich., Orfin & Associates also has satellite offices in Sterling Heights and Novi, Mich. Among the services offered by Orfin & Associates are:
- Life Insurance
- Retirement Strategies
- Individual and Group Health Insurance
- Medicare Coverage
- Tax Management
“We invite our clients for an annual review to ensure their goals are being met,” says Orfin. “Major changes such as a serious illness, stopping work or health issues can have an impact on your financial planning. We look to help you make the right choices for where you are in your life, knowing that the only constant is change itself. We’re always here to help our clients get their bearings and determine what might work best in a changed situation.”
The company’s mission statement — Leave you better off, or leave you alone — is integrated into everything it does, and all employees are focused on that goal. “Customer satisfaction is what drives us day in and day out,” says Orfin. “We know the more clients who are satisfied, the more our company will grow and the stronger it will become.”
Orfin’s clients have definitely been satisfied, and have spoken out about the service they received, leading Orfin & Associates to receive its first City Beat News Spectrum Award for Customer Satisfaction in 2017, with the highest possible rating of 5 stars. Visit the company’s Award Page https://awards.citybeatnews.com/ORFIN-ASSOCIATES-TROY-MI.
“We’ve been associated with Dan Orfin since March 2015,” says Matt McCollough. “In that time, he has done exactly what he promised: ‘Leave you better off, or leave you alone.’ We have been happy with the results of the program presented by Dan, and it was presented with no pressure and no hype. [He is a] great guy to do business with.”
Honesty, integrity and truth are the building blocks of each and every client relationship at Orfin & Associates.
“My wife and I have been clients with Orfin & Associates since December 2014,” says Ed Gabriel. “Dan and his staff are very caring and concerned [and]they help us any way they can with our investments with them. Dan continually has events that we and new clients are welcome to attend where he updates us on any strategies he feels may be helpful to us. These events include a delicious meal, movie or some other activity. We have never felt pressured to make a decision and Dan has always answered our questions patiently and thoroughly while giving us the benefit of his knowledge of annuities and other investment opportunities to help us grow our retirement nest egg. Since the beginning of our relationship with Orfin & Associates, we have felt confident that our investments are in good hands.”
While technology plays a huge role in today’s world, some things are better served by a high-touch solution. “One of these things is retirement planning and creating a financial plan for the future,” says Orfin. “There are many options and components available when you are building your retirement plan, and professional guidance on how these components can work together can make a significant impact on what your future values will be. We are always here to provide you with professional assistance in your search for retirement income solutions.”
— Corporate Profile