The Long Island insurance firm signs on with Cambridge Investment Research. Oberlander Dorfman, a Lynbrook, N.Y.-based firm that specializes in estate planning, money management and corporate benefits, has selected Cambridge Investment Research (CIR) as its broker-dealer.

Neither firm was available to identify Oberlander Dorfman previous broker-dealer.

Values

CIR, also known as the Fee Experts, fee-based and commission-based advisory services to independent advisors.

"Their values and culture are a very nice fit with our approach," Oberlander Dorfman's CEO Mark Dorfman says of CIR. "The [CIR] and Oberlander Dorfman teams are committed to offering the best insurance and financial services, backed by cutting edge technology, and a dedication to providing customer service that is second to none."

CIR provides associated representatives with asset-management, brokerage and trust services as well as mutual funds, variable annuities, traditional insurance sale support and college-savings plans.

Fairfield, Iowa-based CIR provides fee and commission platforms to more than 1,200 independent advisors. -FWR

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