The Thanksgiving table can be a perfect place to talk with family about giving to others. From donating a small piece of the piggybank to volunteering, start this important conversation with even the youngest members of your family.
Blue Ocean Wealth Solutions
金融服务
East Hills，NY 1,164 位关注者
We Change People's Lives, One Financial Decision at at Time
关于我们
As a MassMutual Firm, Blue Ocean Wealth Solutions has a foundation of financial strength and stability as well as local resources to provide clients with customized financial solutions. Our Financial Professionals work closely with individuals, business owners and employers to provide a full range of: * Insurance Products * Investment and Wealth Management Solutions * Workplace Benefits * Financial Planning Services, including Retirement and Estate Planning The firm’s mission statement is simple, yet profound – to help change people’s lives. Not only is the Blue Ocean team committed to changing our clients’ lives, we are also passionate about fostering an environment where everyone succeeds. We pride ourselves on our diverse, family-oriented culture. Our Leadership Team provides ongoing training and support to ensure our Financial Professionals have the resources and tools needed to provide the very best services and solutions. After all, we are in the business of changing lives, so only the best will do. Contact us today!
- 网站
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https://www.blueocean.us.com
Blue Ocean Wealth Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- East Hills，NY
- 类型
- 私人持股
- 领域
- Insurance、Retirement、Financial Services、Investments、Financial Planning、Workplace Benefits和Small Business Planning & Protection
地点
Blue Ocean Wealth Solutions员工
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Suprita Taparia
Financial Advisor, The Murphy Financial Group at Blue Ocean Wealth Solutions, a MassMutual firm
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James Alex
Financial Planner at Blue Ocean Wealth Solutions
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Dan Roth
Financial Services Professional
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Paul Girola
Experienced Client Relationship Manager, Financial Professional, Sales Assistant and business owner--Maui Wowi Smoothies
动态
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The holiday season is a time of joy and generosity, but also a time when scammers prey on unsuspecting people. These scams can trick even the savviest individuals into giving away their personal or financial information. Reach out with any questions and let’s help protect our families. https://lnkd.in/eTp8PHUX.
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If you don't own a Disability Income insurance policy and become too sick or hurt to work, everything that relies upon your income could come out of pocket— your pocket. Educate yourself on the effects a disability can have on your savings and let's connect.
Savings and DI
https://vimeo.com/
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Blue Ocean Wealth Solutions is hosting our very own Olympic Contest! ?? Teams are putting in the effort, working hard, and having a blast along the way. Let the best team win! ?? #blueoceanwealthsolutions
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Watching loved ones put their inheritance to work can be gratifying. Fortunately, leaving a legacy isn’t something that has to wait. Learn more about lifetime gifting strategies and let’s talk about a plan for your family. https://lnkd.in/eRegcxK7.
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