In observance of Martin Luther King Jr. Day, we will be closed Monday, January 16th. We will resume regular business hours on Tuesday, January 17th.

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Investments by Ocean Financial Services

Wealth Management 
inspired by your vision

Create the future you imagine

 

 

Licensed financial consultants collaborate with your

Ocean Relationship Banker to shape a financial future

that focuses on what matters most.

Liquidity Management

Domestic and non-resident deposit solutions to achieve your specific objectives.

Brokerage Services¹

Investments geared toward your wealth position, liquidity and risk tolerance.

Credit Solutions

Credit structures to help you acquire assets while preserving your cash.

Legacy Planning

Strategies to preserve your wealth for future generations.

Insurance Strategies¹

Life insurance strategies to protect you and your family.

Reach your financial vision

with Ocean Financial Services¹

Explore now

1Investment products and brokerage services are offered through Ocean Financial Services, LLC. FINRA/SIPC Member.  Investment advisory services are offered through Ocean Financial Advisors, LLC, an investment advisor registered in the state of Florida. Ocean Financial Services, LLC and Ocean Financial Advisors, LLC are affiliated entities and subsidiaries of Ocean Bank, a Florida Chartered Bank.  Both Ocean Financial Services, LLC and Ocean Financial Advisors, LLC are under the common control of OFS Holding. Insurance products are offered through Ocean Insurance Services, LLC. Ocean Insurance Services, LLC is owned by Ocean Bank.  Ocean Bank is not a registered securities broker.  Investments and insurance products have investment risk and are: NOT A DEPOSIT, NOT FDIC-INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, POSSIBLE LOSS OF PRINCIPAL INVESTED, MAY LOSE VALUE.