Overview

Blue Ocean Partners, LLC is an independent ensemble practice and we are looking to grow by buying practices and/or by adding producers who want to focus on their clients but not on running the operations and support of the business. We serve corporate retirement plan sponsors as co-fiduciaries, individuals and families with comprehensive financial planning and we offer investment management (all models run in-house) and insurance products from multiple companies.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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