Jason J. Kwonemail
Blue Ocean Wealth Solutions
2200 Northern Boulevard #200
East Hills, NY 11548
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
Languages:
- English
- Korean
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Estate Planning
- College Funding Strategies
- Group Benefits
- Retirement Income Planning
- Retirement Strategies
- Charitable Giving
- Financial Education
- Business Succession Planning
- Financial Planning ®
- Risk Management Strategies
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