As a MassMutual Firm, Blue Ocean Wealth Solutions has a foundation of financial strength and stability as well as local resources to provide clients with customized financial solutions. Our Financial Professionals work closely with individuals, business owners and employers to provide a full range of:

* Insurance Products
* Investment and Wealth Management Solutions
* Workplace Benefits 
* Financial Planning Services, including Retirement and Estate Planning

The firm’s mission statement is simple, yet profound – to help change people’s lives.

Not only is the Blue Ocean team committed to changing our clients’ lives, we are also passionate about fostering an environment where everyone succeeds. We pride ourselves on our diverse, family-oriented culture. Our Leadership Team provides ongoing training and support to ensure our Financial Professionals have the resources and tools needed to provide the very best services and solutions. After all, we are in the business of changing lives, so only the best will do.

Contact us today!

Insurance

Investment Management

Blue Ocean Wealth Solutions

Frank Scalese

Jennifer Sarmiento

Paul Girola

Julia Zumbach

Abhinav Sharma (Nav)

Jacqueline McDermott

Tracey Bianco

The Financial Services Team at Blue Ocean Wealth Solutions is dedicated to providing comprehensive financial guidance and tailored solutions to clients. This team of professionals specializes in a wide range of areas including insurance products, investment and wealth management, workplace benefits, and financial planning services such as retirement and estate planning. By leveraging their expertise, they aim to help change clients' lives through customized financial strategies and ongoing support.

Financial Services Team

Sales and Client Services

Marketing and Client Relations

Financial Services Team

About

Team members

Other teams at Blue Ocean Wealth Solutions

Sales and Client Services

Marketing and Client Relations