OCEAN FINANCIAL SERVICES

Investment ManagementFlorida, United States11-50 Employees

Ocean Financial Services, LLC operates in the investment management space, offering tailored financial planning that centers on a client’s values and priorities rather than numbers alone. The firm helps clients build plans aligned with their investment goals, time horizon, and risk tolerance, and for experienced investors it incorporates their experience and ideas to adjust direction while keeping the client’s vision at the forefront. As a FINRA-regulated broker-dealer and wholly owned subsidiary of Ocean Bank, Ocean Financial Services offers securities through its own channel rather than the bank's, and the investment products are not insured by the FDIC, not deposits of Ocean Bank, and carry investment risk including the potential loss of principal. 

Based in Miami, Florida, the firm operates in the investment management sector and serves individual investors seeking personalized planning, as well as seasoned investors who want to incorporate their own experience and ideas into a strategy. A notable leadership development in November 2024 announced the appointment of Homar Nick Mauras as senior vice president and chief operating officer.

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