Ocean Breeze Wealth

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7521 Solstice Cir, Orlando, Florida, 328...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ocean Breeze Wealth

Ocean Breeze Wealth, LLC is a fee-only financial advisory firm established in February 2018, offering a family-oriented approach to financial planning. The firm provides a range of services including education planning and retirement planning, catering to clients across the country through technology. Based in Winter Garden, FL, Ocean Breeze Wealth aims to help clients achieve their financial goals. The company emphasizes a commitment to client service and continuous improvement of their offerings.Explore more
Popular SearchesOcean Breeze Wealth LLCocean breeze investments LLCSIC Code 62,628NAICS Code 52,523Show more

Ocean Breeze Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ocean Breeze Wealth

<$5M
1-10
Private
-
2014
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
-
-
Christopher Conover, Founder & President at Hudson Valley Wealth Management
Christopher ConoverFounder & President
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
-
N/A
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Ocean Breeze Wealth Tech Stack

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Frequently Asked Questions Regarding Ocean Breeze Wealth

What is Ocean Breeze Wealth's official website?
Ocean Breeze Wealth's official website is www.oceanbreezewealth.com
What is Ocean Breeze Wealth's Revenue?
Ocean Breeze Wealth's revenue is <$5 Million
What is Ocean Breeze Wealth's SIC code?
Ocean Breeze Wealth's SIC: 62,628
What is Ocean Breeze Wealth's NAICS code?
Ocean Breeze Wealth's NAICS: 52,523
How many employees does Ocean Breeze Wealth have?
Ocean Breeze Wealth has 1-10 employees
What industry does Ocean Breeze Wealth belong to?
Ocean Breeze Wealth is in the industry of: Finance, Securities Trading
What is Ocean Breeze Wealth competition?
Ocean Breeze Wealth top competitors include: Hudson Valley Wealth Management, Charles Carroll Financial Partners, Sherwood Investment Services, Forteris Wealth Management
What technology does Ocean Breeze Wealth use?
Some of the popular technologies that Ocean Breeze Wealth uses are: Google Cloud DNS, Squarespace Online Stores, Google Cloud Platform, Adobe Typekit
What does Ocean Breeze Wealth do?

Ocean Breeze Wealth, LLC is a fee-only financial advisory firm established in February 2018, offering a family-oriented approach to financial planning. The firm provides a range of services including education planning and retirement planning, catering to clients across the country through technology. Based in Winter Garden, FL, Ocean Breeze Wealth... aims to help clients achieve their financial goals. The company emphasizes a commitment to client service and continuous improvement of their offerings.Read More

Is Ocean Breeze Wealth a public company?
Ocean Breeze Wealth is private company therefore does not currently have an official ticker symbol
See more information about Ocean Breeze Wealth

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