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MassMutual financial professional.

Suzanne (Suzy) Schulzeemail

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, Business Owners, LGBTQ, Military, Retirement Income Planning, Retirement Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education