Ocean Financial Associates llc. - Beachwood, New Jersey

Ocean Financial Associates LLC

Located at 200 Atlantic City Blvd, Beachwood, NJ 08722, Ocean Financial Associates LLC is a reputable financial consultant firm that has been serving clients since [year founded]. With a phone number of 82387755, and a website at oceanfinancialassociates.com, they are easy to reach and access.

The firm specializes in providing comprehensive financial consulting services. Some key services they offer include:

• Retirement planning
• Wealth management
• Insurance solutions
• Tax planning
• Investment management

In addition to their specialized services, Ocean Financial Associates LLC is committed to making their office accessible to all clients. Their location features:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom available

The company values client appointment preference and recommends scheduling meetings beforehand for the best experience.

With a strong reputation, Ocean Financial Associates LLC has garnered 29 reviews on Google My Business and holds an impressive average rating of 5/5 from satisfied clients. This speaks volumes about the quality of service and expertise provided by their team.

Whether you are looking for retirement planning, wealth management, or general financial advice, Ocean Financial Associates LLC is a trusted resource with a proven track record of success. If you are in the Beachwood, NJ area and seeking a reliable financial consultant, look no further than Ocean Financial Associates LLC.

👍 Reviews of Ocean Financial Associates llc.

Steven R.

5/5

We can’t say enough nice things about Dawn and our experience with Ocean Financial Associates. We had initially met Dawn at a farmers market in downtown Toms River and she made such a positive impression on us that when it came time to sign my wife and I up for a Medigap plan we thought of her right away. Dawn is not only knowledgeable, but warm, friendly and made us feel very comfortable during the whole process. Dawn handled everything including clearly explaining all of our options and took us through the process step by step and filling out and submitting our forms. We highly recommend using Dawn and this agency for all of your Medicare needs.

Jasper M.

5/5

Dawn at Ocean Financial Associates in Beachwood provided outstanding service in helping my wife and me with our Get Covered NJ health benefits. She answered all of our questions thoroughly and took the time to find the best health plan for our needs. The process was smooth and stress-free, thanks to Dawn's insights. We highly recommend her to anyone looking for assistance with health coverage. Especially if you own and operate a local small business like my wife and I.

Jersey S. L.

5/5

When it was time for my husband and I to review our options for health insurance for this year, we called Dawn for her help and expertise. We are 2 self employed adults with 2 teen dependents and rather than DIY our way through these important decisions, we wanted to make sure we chose plans with reasonable premiums and deductibles that were accepted by most medical offices. Thank you for being so helpful. I feel confident that we made a great choice.

Allan A.

5/5

Recently had the pleasure of visiting Dawn Marsala’s new office to review my health care plan. I have been working with Dawn for a few years now and she has helped me enormously with finding the right plan to fit my needs.She is very knowledgeable and informative,ready to answer any questions you may have! If you are not sure of what you have now or may not have at all,Dawn is the one to visit and come away so very satisfied!

George

5/5

My wife and I both used Dawn Marsala to get health insurance for Medicare and Get Covered NJ. She was very knowledgeable and well educated in the healthcare industry. We made a couple visits to her office, and she replied to all of our text messages. She told us in the future to call her if we have any concerns. I would definitely recommend.

Krystalo M.

5/5

Dawn was such a huge help for my family and I when it came to open enrollment and finding the right plan that worked for us. She is very knowledgeable & always made herself available to answer any questions we had throughout the process. Thank you Dawn for all of your help & guidance!

Paige A.

5/5

Insurance is so intimidating, but Dawn Marsala has the skills to ensure an educational experience while providing resources for me that I needed. She has such patience with each of her clients and makes you feel like you’re important! I’ve been to other brokers before for help and have left there with more questions than answers, but with Dawn, I leave knowing more than I ever knew I could! Thanks, Dawn! You’re the biggest help!

joyce A.

5/5

Dawn's knowledge and advice to us was extremely helpful. I would recommend her above anyone we have used over our 72 years! She calls, texts and picks up the phone every time and her recommendations have saved us hundreds of dollars! Its like talking with a friend. She is the best!