James Alex

      Focus: Insurance Strategies, Business Owners, Investment Strategies

      Languages: English

      I offer an analysis of your current financial situation and help you:

      • Identify financial goals and concerns
      • Illustrate what is being done to reach your goals and deal with concerns
      • Identify gaps if present, and offer solutions to fill them

      My vision is to educate individuals, families, and business owners so that they can better understand their unique financial situation, and work with them to provide tailored solutions to help meet their financial needs and goals. It is important to know that as your life changes, I will always be there as a trusted financial resource. In summary, I build my practice by developing long term relationships with my clients, which in turn makes you part of my family.

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      Blue Ocean Wealth Solutions

      Main Office

      2200 Northern Boulevard Suite 200
      East Hills, NY 11548

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