Blue Ocean Wealth Solutions
Financial Services
United States
105 employees
POSTI
- Employees
- 105
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Blue Ocean Wealth Solutions Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- blueocean.us.com
- Industry
- Financial Services
- Employees
- 105
- Stock Symbol
- POSTI
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Blue Ocean Wealth Solutions
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!
Blue Ocean Wealth Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Blue Ocean Wealth Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Dan Roth | Financial Services Professional | Sea Cliff, New York, United States |
Email
Phone
|
| James Alex | Financial Planner at Blue Ocean Wealth | Greenvale, New York, United States |
Email
Phone
|
| Suprita Taparia | Financial Advisor, the Murphy Financial | New York City Metropolitan Area, United States |
View
|
| Rolanda M. Beckett | Financial Services Professional | United States |
Email
Phone
|
Employees by Management Level
Individual contributor
19 profiles
Director
5 profiles
Associate / junior
3 profiles
Executive
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 8 | 8 | 1 |
| Executive | 6 | 6 | 1 |
| General | 5 | 5 | 0 |
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