Skip Navigation
MassMutual financial professional.

Suzanne "Suzy" Schulzeemail

Blue Ocean Wealth Solutions

2200 Northern Boulevard #200
East Hills, NY 11548

  • Professional Story

    Preparing for the next step in life isn’t always easy. I am dedicated to making a difference in people’s lives. 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 possible. 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 provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

    Education

    Quinnipiac University (2003-2007)

    Hobbies

    Fishing (Salt water only, please)
    Snowboarding
    Basketball
    Data Technology (ask me about unstructured data. Nerd alert!)
    McGyver techniques (I can fix anything)
    Bloomberg terminal tools
    Cooking
    DIY
    Art (Painting, sculpting, origami, food, etc)

    Community Involvement

    MS Society
    Care.org
    ASPCA
    NYC Homeless Survival Backpacks (Self-run)

  • Languages:
    • English

  • Credentials:
    • CLU®

  • Specialties:
    • Insurance Strategies
    • Student Loan Refinancing
    • Business Owners
    • LGBTQ
    • Military
    • Retirement Income Planning
    • Retirement Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

  • Online Services

See Suzanne’s Licenses and Disclosures

Connect with Suzanne

*Fields are required

First Name is Required
Last Name is Required
Email is Required
Address is Required
City is Required
ZIP Code is Required
Please enter a valid 10 digit number
Please enter details
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.