Ocean City Financial Group – Wealth and Risk Management

CONNECT

Address:

801 Asbury Ave., Ste 650
Ocean City, NJ 08226-3625

Phone:

609-814-1100

Fax/Other:

609-814-1199

Businesses

“Know what you are doing. Love what you are doing. Believe in what you are doing.”  – Steve Musseau


Ocean City Financial Group provides financial planning and wealth management services for clients throughout the Mid- Atlantic region. We begin our work by listening to you and getting to know your hopes and dreams for the future. We analyze your current situation, help you set priorities, and establish measurable goals for your success.


Next we design a financial strategy to help you achieve your specific goals. Our recommendations are unique to each client and are not tied to any product or company. When you are ready you can choose us, or another planner of your choice, to help you implement your financial plan and conduct periodic
reviews to ensure you are on target. 


To address the complexities of planning a trust, estate or legacy, we work closely with experienced allied professionals, including attorneys and accountants. 


At Ocean City Financial Group, we measure our success by the success we help you achieve.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck