Blue Ocean Strategic Capital, LLC
Financial-Services
Website
Company Tagline
A better plan for every stage of your financial life.
Industry Category
Business Keywords
Company Description
Blue Ocean Strategic Capital, LLC is a leading financial services provider dedicated to offering comprehensive wealth management solutions. Located at 333 W. Washington Street, Suite 220, Syracuse, NY 13202, US, Blue Ocean Strategic Capital serves a diverse clientele, including high-net-worth individuals, corporate entities, endowments, and foundations.
Since its establishment in 1997, Blue Ocean Strategic Capital has specialized in providing tailored services such as tax planning, endowment management, retirement planning, and investment management. The firm also offers expert advice on social security and manages 401(k) plans, ensuring a holistic approach to financial well-being.
Blue Ocean Strategic Capital, LLC is committed to creating a better plan for every stage of your financial life through strategic financial planning and trust services. Blue Ocean Strategic Capital aims to empower clients to achieve their financial goals with confidence and security. We invite the manager of Blue Ocean Strategic Capital, LLC, to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Blue Ocean Strategic Capital, LLC est un fournisseur de services financiers de premier plan dédié à offrir des solutions complètes de gestion de patrimoine. Situé au 333 W. Washington Street, Suite 220, Syracuse, NY 13202, US, Blue Ocean Strategic Capital sert une clientèle diversifiée, comprenant des particuliers fortunés, des entreprises, des fonds de dotation et des fondations.
Depuis sa création en 1997, Blue Ocean Strategic Capital s'est spécialisé dans la fourniture de services sur mesure tels que la planification fiscale, la gestion de fonds de dotation, la planification de la retraite et la gestion des investissements. L'entreprise offre également des conseils d'experts sur la sécurité sociale et gère les plans 401(k), assurant une approche holistique du bien-être financier.
Blue Ocean Strategic Capital, LLC s'engage à créer un meilleur plan pour chaque étape de votre vie financière grâce à la planification financière stratégique et aux services fiduciaires. Blue Ocean Strategic Capital vise à permettre aux clients d'atteindre leurs objectifs financiers avec confiance et sécurité. Nous invitons le directeur de Blue Ocean Strategic Capital, LLC, à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Blue Ocean Strategic Capital, LLC with 3 companies in Financial-Services
| Comparison Field |
Blue Ocean Strategic Capi...Main Company |
Edelman Financial En...View Profile |
DBR & COView Profile |
Lauderdale AdvisorsView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1987 | 1994 | 2016 |
|
Company Size
|
— | 1,001-5,000 | 11-50 | 2-10 |
|
City
|
Syracuse, NY | Santa Clara, California | Pittsburgh, PA | Fort Lauderdale, FL |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
10 Total Skills
Wealth Management
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Endowment Management
401(k) Management
Social Security Advisory
401(k)
Trusts
|
9 Total
1 Common
8 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
401(k) Rollovers
Estate Planning
Fiduciary
Insurance Guidance
IRAs
RIA
+2
|
17 Total
1 Common
16 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
401(k) management
Asset Allocation strategies
Business Succession
College Funding Plans
Company retirement plans
Corporate Sponsored Plans
+10
|
6 Total
6 Unique
Unique Skills:
Family Businesses
Insurance Planning
IRA
Retirement Income
Retirement Plans
Risk Management
|
4
Total Companies1987
Oldest Founded1
Countries37
Unique SkillsSimilar Companies
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Alternative Company Names
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