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Katelyn Kirby
Financial Services Professional Intern at Blue Ocean Wealth Solutions
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Work Experience
Financial Services Professional Intern
Jun 2023 - Present · 1 years and 7 months
Director Of Communications
May 2023 - Present · 1 years and 8 months
Server
Oct 2022 - Present · 2 years and 3 months
Company Details
As a MassMutual Firm, Blue Ocean Wealth Solutions has a foundation of financial strength and stability as well as local resources to provide clients with customized financial solutions. Our Financial Professionals work closely with individuals, business owners and employers to provide a full range of: * Insurance Products * Investment and Wealth Management Solutions * Workplace Benefits * Financial Planning Services, including Retirement and Estate Planning The firm’s mission statement is simple, yet profound – to help change people’s lives. Not only is the Blue Ocean team committed to changing our clients’ lives, we are also passionate about fostering an environment where everyone succeeds. We pride ourselves on our diverse, family-oriented culture. Our Leadership Team provides ongoing training and support to ensure our Financial Professionals have the resources and tools needed to provide the very best services and solutions. After all, we are in the business of changing lives, so only the best will do. Contact us today!
Year Founded
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Social Media
Linkedin
Industry
Financial Services, Insurance Carriers, Finance and Insurance
HQ Location
2200 Northern Boulevard Suite 200 East Hills, NY 11548, US
Keywords
InsuranceRetirementFinancial ServicesInvestmentsFinancial PlanningWorkplace BenefitsSmall Business Planning & Protectioinvestment advisorylife insurancedisability income insurance
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