Your financial well-being is our priority.
Guiding you with expertise, every step of the way.
Experience the Blue Ocean difference.
At Blue Ocean, everything starts with you. Your financial well-being is the key to living the life you envision — confidently pursuing your goals, caring for the people who matter most, and feeling secure about the future. Discover the difference of personalized support and guidance that’s built around your unique financial journey.
We believe our success is based on long-term, deeply personal and trusting relationships and a relentless focus on the following 3 Es: Energy, Effort and Execution
Our unique culture has earned us a spot on the Top Long Island Workplaces list since the award was created in 2018.
Your financial needs will change throughout the various stages of your life, and the better informed you are of your choices, the more likely you are to make good financial decisions. That is why we are dedicated to financial education.
We offer engaging workshops around the tri-state area both in-person at local venues or via Zoom. We also offer lunch and learn programs for employees at all size corporations and have a financial education program available for kids through school organizations. Our many topics are intended to cover all life stages.
