Blue Ocean Wealth Solutions
Likely to Engage tag.Highly Engaged Employees

Insurance · New York, United States · 51-200 Employees

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Overview

Headquarters

2200 Northern Blvd Ste 200, East Hills, ...

Phone Number

(516) 686-7000

Revenue

$6.4 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
2
3
2
2
3

About Blue Ocean Wealth Solutions

Blue Ocean Wealth Solutions, an office of MetLife, part of the MetLife Premier Client Group, is dedicated to helping you achieve your financial goals, whatever your stage of life, whatever your budget and circumstances. We've built the company's practice on committing to a high level of customer service that the company combines with a wide range of insurance and investment solutions to people just like you -- individuals, families, professionals, and business owners. Earning your trust and respect is key. And so, we're committed to getting to know you and what's important to you. You are the driver of the decisions about your money, but we're here to help you find the best solutions that meet your needs.Explore more
Blue Ocean Wealth Solutions's Social MediaPopular SearchesBlue Ocean Wealth SolutionsBlue Ocean Wealth Solutions LLCBlue Ocean WSBlue Ocean Wave LLCOcean Wealth SolutionsSIC Code 64,641NAICS Code 52,524Show more

Blue Ocean Wealth Solutions Org Chart

Frank Scalese, Chief Executive Officer at Blue Ocean Wealth Solutions
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Chief Executive Officer

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KH
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Controller

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RP
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Director, Finance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Ocean Wealth Solutio...

$6.4M
51-200
Private
<$5M
2015
$12.1M
51-200
Private
-
-
BB
Brian BrassellOwner and Managing Principal
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.2M
11-50
Private
-
1996
$6.1M
11-50
Private
-
-
<$5M
51-200
Private
-
-
SS
Stephen SmithChief Compliance Officer
<$5M
11-50
Private
-
1993
CJ
Clifford JackPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Blue Ocean Wealth Solutions is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Blue Ocean Wealth Solutions is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Blue Ocean Wealth Solutions.

Blue Ocean Wealth Solutions financials insights

Gather financial insights about Blue Ocean Wealth Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

2021

Debt

$378K

See All Blue Ocean Wealth Solutions's Financials Insights

Blue Ocean Wealth Solutions Tech Stack

Most Recent Scoops

Award
Funding
Blue Ocean Wealth Solutions has received an SBA PPP loan in the amount of $377,622 from JPMorgan Chase Bank resulting in the retention of 20 jobs.
Funding
Blue Ocean Wealth Solutions has received an SBA PPP loan for $350,000-1 million from JPMorgan Chase Bank, supporting the retention of 29 jobs.
Funding
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Blue Ocean Wealth Solutions News & Media

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Frequently Asked Questions Regarding Blue Ocean Wealth Solutions

What is Blue Ocean Wealth Solutions's official website?
Blue Ocean Wealth Solutions's official website is blueocean.us.com
What is Blue Ocean Wealth Solutions's Revenue?
Blue Ocean Wealth Solutions's revenue is $6.4 Million
What is Blue Ocean Wealth Solutions's SIC code?
Blue Ocean Wealth Solutions's SIC: 64,641
What is Blue Ocean Wealth Solutions's NAICS code?
Blue Ocean Wealth Solutions's NAICS: 52,524
How many employees does Blue Ocean Wealth Solutions have?
Blue Ocean Wealth Solutions has 51-200 employees
What industry does Blue Ocean Wealth Solutions belong to?
Blue Ocean Wealth Solutions is in the industry of: Insurance, Finance, Securities Trading
What is Blue Ocean Wealth Solutions competition?
Blue Ocean Wealth Solutions top competitors include: Greenwood Capital Associates, Brassell Wealth & Retirement Planning, Bci Securities, Queen City Retirement Advisors
What technology does Blue Ocean Wealth Solutions use?
Some of the popular technologies that Blue Ocean Wealth Solutions uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Squarespace Online Stores
How do I contact Blue Ocean Wealth Solutions?
Blue Ocean Wealth Solutions contact info: Phone number: (516) 686-7000 Website: blueocean.us.com
What does Blue Ocean Wealth Solutions do?

Blue Ocean Wealth Solutions, an office of MetLife, part of the MetLife Premier Client Group, is dedicated to helping you achieve your financial goals, whatever your stage of life, whatever your budget and circumstances. We've built the company's practice on committing to a high level of customer service that the company combines with a wide range o... f insurance and investment solutions to people just like you -- individuals, families, professionals, and business owners. Earning your trust and respect is key. And so, we're committed to getting to know you and what's important to you. You are the driver of the decisions about your money, but we're here to help you find the best solutions that meet your needs.Read More

What are Blue Ocean Wealth Solutions social media links?
Blue Ocean Wealth Solutions Linkedin page Blue Ocean Wealth Solutions Facebook page
Who invested in Blue Ocean Wealth Solutions?
Blue Ocean Wealth Solutions has 2 investors including PPP and PPP.
Is Blue Ocean Wealth Solutions a public company?
Blue Ocean Wealth Solutions is private company therefore does not currently have an official ticker symbol
See more information about Blue Ocean Wealth Solutions

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