Blue Ocean Wealth Solutions, a MassMutual firm
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to help meet their current needs, and more importantly, their future needs.
I offer guidance to my clients to help them reach their financial goals.
Meet Samuel
Samuel earned his Bachelors of Science Degree in Finance from New York University in 1988 and his Masters Degree in Personal Investments from Fordham University in 1992. Samuel was a Risk Manager at the American Stock Exchange for 12 years. In 2000, Sam was involved in the initial phases of the International Securities Exchange, the first computerized Stock Exchange in the country. After a successful career on Wall Street, Samuel joined Merrill Lynch as a financial advisor. Samuel is an investment Advisor Representative of MML Investors Services, LLC and for the past 15 years Samuel has been a Financial Service Representative with Blue Ocean Wealth Solutions. Samuel Brings 33 years of experience in finance to each and every case.
OUR GOALS
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.