Comprehensive Financial Planning in Fort Lauderdale Florida
As business professional, you have your own career and personal goals. And the financial decisions you make can have a long-lasting impact. You need a financial advisor by your side so you don’t have to make those decisions alone. Someone who’s committed to taking care of you today, tomorrow and into the next generation. We’ll help evaluate your needs, assess the current economic landscape and provide financial guidance that can address your protection, retirement, and investment needs. Together, we’ll build a comprehensive financial strategy designed to help you achieve your goals and dreams.
Suzannah L. Richards, CFP®, ChFC®, CLU® is President of Ocean Wealth, a full-service financial planning practice in South Florida. Suzannah is also a Financial Advisor* through Eagle Strategies and a licensed agent with New York Life Insurance Company. Suzannah specializes in retirement planning and strives to provide the best service, cutting edge ideas and due care in their long-term financial planning.
More information can be found at www.MyOceanWealth.com. Suzannah can be reached at (954) 958-4217 or Suzannah@MyOceanWealth.com
Connect with her on
LinkedIn: https://www.linkedin.com/in/suzannahrichards
Facebook: https://www.facebook.com/MyOceanWealth
*Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies and NYLIFE Securities are New York Life Companies.
Ocean Wealth is not owned or operated by Eagle Strategies LLC or its affiliates.
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. Headquartered in New York City, New York Life’s family of companies offers life insurance, annuities, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
Additional Info
Name or Company | Ocean Wealth |
https://www.linkedin.com/in/SuzannahRichards/ |
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