My goal is to make the often difficult world of employee benefits simple and streamlined for small to medium sized companies.

Tags : #InsuranceAgent, #EstatePlanningLawyer

Location :

2200 Northern Blvd. Suite 200, East Hills, New York 11548

Contacts :

I provide total financial needs analysis with expertise in:
• Employee benefit and retention services
• Retirement analysis and programs
• Estate strategies
• Advisory services
• Business continuation strategies
• Trust services

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Blue Ocean Wealth Solutions a member of the MassMutual Financial Group. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC.