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About Dan Orfin

Orfin & Associates and Dan Orfin are very diligent in helping their customers achieve their long term financial objective by keeping things simple and utilizing a Safety First approach.

Dan Orfin

Orfin & Associates

Dan opened Orfin & Associates in 2000 to help his Clients protect their Assets and Life needs. Dan is very proud to be an Approved Member of the Better Business Bureau, the National Ethics Society and the National Association of Insurance & Financial Advisors. Dan Believes that Honesty, Integrity and Truth are more important than anything. 

Dan opened Orfin & Associates in 2000 to help his Clients protect their Assets and Life needs. Dan is very proud to be an Approved Member of the Better Business Bureau, the National Ethics Society and the National Association of Insurance & Financial Advisors. Dan Believes that Honesty, Integrity and Truth are more important than anything. Orfin & Associates’ mission statement is: Leave You Better Off or Leave You Alone. When Dan established Orfin & Associates, Inc., He set out with an objective to help Clients eliminate as much confusion as possible in planning their Financial Future.

Personal finance is a term that you probably hear often. However, while it’s widely used, some people shy away from it and believe financial literacy is a subject best left to financial experts. But it’s apparent more people need to learn more about their finances, especially since it’s generally not taught in schools. Many Americans […]

Read the Latest

Read the latest from Dan Orfin from Orfin & Associates, an insurance and retirement planning firm.

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Daniel Orfin & Associates Explains How To Start Budgeting

As any financial expert would tell you, budgeting is the best way to take control of your money. Instead of meandering through the month like a ship lost at sea, with a solid budget, you know exactly where every penny is going and have a backup plan for any emergencies.

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Daniel Orfin & Associates on the Pros And Cons of Early Retirement

Ask anyone who’s spent a moderate number of years toiling behind a desk in an obscure corner of a large corporation about what they’d do if they won the lottery, and the first answer invariably is the same. 

Daniel Orfin & Associates Top 4 Tips for Millennials Wanting to Plan for Retirement

Millennials are a generation that seems to be getting it hard everywhere they look. Despite being tech-savvy and hardworking, they’re earning about 20 percent less than the previous generation. Recent research by the British…

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