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MassMutual financial professional.

James "Jim" Nikolaiemail

Blue Ocean Wealth Solutions

2200 Northern Boulevard #200
East Hills, NY 11548

  • Professional Story

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs.
    • I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
  • Languages:
    • English

  • Credentials:
    • CFP®
    • MBA

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Business Succession Planning
    • Financial Education
    • Estate Planning
    • Risk Management Strategies

  • Online Services

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