Ocean Producers Group, Inc. - Syracuse, New York

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For individuals and families seeking comprehensive financial planning and robust insurance solutions, Ocean Producers Group, Inc. presents itself as a noteworthy resource. Located at 120 Madison St Suite 810, Syracuse, NY 13202, United States, the company operates with the phone number 8666310339 and can be readily accessed online at oceanproducersgroup.com. Currently, the company boasts no publicly available reviews on Google My Business, resulting in an average opinion of 0/5 – a factor that warrants careful consideration alongside other available information.

About Ocean Producers Group, Inc.

Ocean Producers Group, Inc. specializes in providing tailored financial advisory services, encompassing a wide array of needs from retirement planning to investment management and estate planning. Their core offering centers around assisting clients in achieving their long-term financial goals through personalized strategies. They distinguish themselves as a multifaceted operation, incorporating an insurance agency component to safeguard clients’ assets and provide peace of mind. The company’s philosophy emphasizes a collaborative approach, prioritizing understanding the unique circumstances and aspirations of each client before formulating a customized plan.

Key Services Offered

• Financial Planning: The foundation of their services involves creating detailed financial roadmaps, considering income, expenses, assets, and liabilities. They assist clients in setting realistic financial objectives and establishing strategies to meet them.
• Investment Management: Ocean Producers Group offers guidance on investment options, aligning investments with client risk tolerance and financial goals. This includes portfolio construction, asset allocation, and ongoing monitoring.
• Retirement Planning: A significant focus is placed on preparing for retirement, encompassing retirement savings strategies, income planning, and assessing potential retirement income sources.
• Estate Planning: The company provides support in establishing estate plans, including wills, trusts, and power of attorney documents, to ensure assets are distributed according to client wishes.
• Insurance Agency: They offer a range of insurance products, including life insurance, disability insurance, and property and casualty insurance, to protect clients from financial risks.

Location and Accessibility

The physical address of Ocean Producers Group, Inc. is 120 Madison St Suite 810, Syracuse, NY 13202. Clients visiting the office can expect wheelchair-accessible parking, and restroom facilities are also available. This commitment to accessibility demonstrates a dedication to serving a broad range of clients comfortably. The convenient location within Syracuse allows for easy access and facilitates face-to-face consultations.

Additional Points of Interest

Beyond the core services and accessibility features, the company strives to provide a positive client experience. The presence of a toilet within the office space further contributes to a comfortable and welcoming environment. While the lack of online reviews represents a current limitation, it’s important to note that the company is actively working to build its online presence and solicit client feedback.

Recommendations and Considerations

For prospective clients considering Ocean Producers Group, Inc., a measured approach is recommended. While the company’s specialization in financial planning and insurance presents a valuable offering, the absence of online reviews necessitates a thorough due diligence process. It's advisable to schedule an initial consultation to discuss individual needs and assess the company’s approach. During this meeting, clients should inquire about the advisors’ qualifications, experience, and investment philosophy. Furthermore, verifying the company’s licensing and regulatory compliance is crucial to ensure they operate ethically and in accordance with industry standards. The company's dedication to accessibility, as evidenced by the wheelchair-accessible parking and restroom facilities, is a positive indicator of their commitment to client comfort and inclusivity. However, potential clients should be aware of the current lack of publicly available reviews and factor this into their decision-making process. A deeper dive into the advisors’ backgrounds and client testimonials (if available through direct contact) would be highly beneficial before engaging their services.

Financial advisors often play a pivotal role in securing a client's financial future, and Ocean Producers Group, Inc. positions itself as a potential partner in this journey. Their integrated approach, combining financial planning with insurance services, offers a streamlined solution for many clients. Insurance is a critical component of any comprehensive financial strategy, and the company’s expertise in this area can provide valuable protection against unforeseen events. The company’s location in Syracuse provides local access for clients within the area, fostering potentially stronger client relationships.

",
"summary": "Ocean Producers Group, Inc. is a financial planning and insurance agency located in Syracuse, NY, offering personalized services but currently lacking online reviews, requiring thorough due diligence.",
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"Financial Planning",
"Insurance Agency",
"Investment Management",
"Retirement Planning",
"Estate Planning"
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"language_used": "en"
}