Russell A. Donathemail
Blue Ocean Wealth Solutions
2200 Northern Boulevard #200
East Hills, NY 11548
Professional Story
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, and more importantly, future needs.
I offer a total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services, Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Bsuiness continuation strategies
Hobbies
Skiing
Snowmobiling
BoatingLanguages:
- English
Specialties:
- Group Benefits
- Business Owners
- Business Succession Planning
- Insurance Strategies
- Investment Strategies
- Retirement Strategies
- Risk Management Strategies
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