Ocean Financial Services, LLC Email Format

Investment ManagementFlorida, United States11-50 Employees

At Ocean Financial Services, we deliver personalized financial journeys inspired by you.  Initiating a financial relationship with us is an exploration beyond numbers. We first seek to understand your values and priorities for your financial future. We help you construct a plan that aligns with your investment objectives, time horizon and risk tolerance.  For seasoned investors, we incorporate your experience, insights and ideas to keep you on the right path or assist you in heading in a new direction, always with your vision top of mind.

Ocean Financial Services, LLC is a registered and FINRA-regulated broker dealer and wholly-owned subsidiary of Ocean Bank, a $7 Billion+ asset size commercial bank headquartered in Miami Florida. Securities are offered through Ocean Financial Services, and not Ocean Bank. The investment products offered exclusively by Ocean Financial Services are not insured by the FDIC, not a deposit or other obligation of, or guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested.  Member FINRA / SIPC

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