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Ocean

Other Serivices

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Investment review

  • Cash flow forecasting

  • Employee benefit plans

  • Retirement Planning

  • Insurance Review

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