• Loading stock data...

Retirement Planning for

CWA Members

Let us help you prepare for your future

Schedule AppointmentSign Up for A Seminar Today

Your Life. Your Investments. Take Control With Blue Ocean Wealth Solutions.

Welcome to Blue Ocean Wealth Solutions

John T. Murphy, AAMS and Robert Berkowitz, LUTCF offer comprehensive solutions through a spectrum of financial services from growing your wealth to planning for your family’s future. Whether you are a veteran of success or are just starting to manage your portfolio, We can help you achieve your goals and surpass them in time.

 

Financial Guidance

We Offer Personalized Plans to Match Your Needs.

 

As Financial Advisors with Blue Ocean Wealth Solutions, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level. Call today to schedule an appointment: 516.873.4517

Financial Advice

Our team will work with you to ensure your financial advice is a cut-above!

Investment Planning

Our mission is to help change people's lives. Let us help you prepare for your future.

Insurance Services

A good defense is the best offense. Let Blue Ocean Wealth Solutions surround you and your family with leading insurance policies.

ACCOUNT ACCESS

Login to all of your managed accounts easily through our client access portal. Enter your ACCOUNT ACCESS here 24/7!

 

WEALTH MANAGEMENT

Learn about our wealth planning, retirement, and review process. We will help guide you to achieve your financial goals. Trust us for proper WEALTH MANAGEMENT.

 

UPCOMING SEMINARS

Sign up for Educational Workshops! Learn more about your financial planning strategies from a CWA seminar or a retirement workshop. Find an UPCOMING SEMINAR in your area now.

Subscribe To Our Email List

As a CWA member many things are changing, and we can send you a simple email to update you on your pension rates, upcoming seminars, and client information.

We Now Offer Appointments On Skype!

Reach Us Today

Our mission is to help change people's lives.

2200 Northern Blvd., Suite 200, East Hills, NY 11548

johntmurphy@blueocean.us.com rberkowitz@blueocean.us.com

Leave A Message

15 + 7 =

Click To Sign Up For A Seminar!

Register for an educational seminar in your area today!