Broker Check

Welcome to Ocean Financial Services


Headquartered in Miami, Florida, Ocean Financial Services is a full service Broker / Dealer

with a mission to deliver value added investment solutions.

Our business is built on a foundation of thoughtful client relationships.

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Capital Growth Strategies

A capital growth strategy primarily seeks to achieve an increase in the value of a client's investment portfolio over a medium to long term time period. 

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Current Income Objectives

A current income strategy utilizes fixed income investments such as bonds and dividend paying stocks to produce cash flow at regular intervals.

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Estate Planning and Asset Transfer

A properly developed estate plan incorporates investment strategies designed to achieve a client's wealth transfer and asset disposition objectives. 

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