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ABOUT


David M. Orloff is a producer at Oswald Companies. He has over 13 years of experience in the life insurance and financial services industry; specializing in all aspects of wealth preservation, protection and financial planning. Headquartered in Cleveland Ohio, Oswald Companies is a 119 year old brokerage firm with additional locations throughout the Midwest, Nevada and Florida.

Previous Experience

Prior to joining Oswald Companies in 2003, David was a producer with Capital Planners, a boutique insurance and financial firm located on the eastside of Cleveland.

Achievements

Million Dollar Roundtable qualifier
Leader’s Club qualifier (Guardian Insurance Company)
President’s Award Winner (Oswald Companies)
Education and Professional Affiliations

Mr. Orloff is a graduate of The Ohio State University. He received his Bachelor of Science degree in 1986. Since then he has received his license in Life and Health Insurance; his Series 7 & 63, and RIA designation (Registered Investment Advisor). David is a Registered Representative of Girard Securities. Securities and investment advisory services offered through Girard Securities, Inc., a registered broker dealer, member NASD/SIPC and a Registered Investment Advisor.

CONTACT

1360 East 9th Street Suite 600
Cleveland, OH 44114

Phone: 216.367.5994
Email: dorloff@oswaldcompanies.com




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