Michael Lomenzo

Managing Member at Ocean Advisors LLC - Charlotte, North Carolina, United States

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Email (Verified)
***@oceanadvisors.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
["704-523-6914"]
Location
Company
Ocean Advisors LLC
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Ocean Advisors LLC logo, Ocean Advisors LLC contact details

Ocean Advisors LLC

Charlotte, North Carolina, United States • 1 - 10 Employees
Financial Services

Ocean Advisors, LLC, is a fee-only investment and financial planning firm. We help our clients prepare and implement financial plans based on 5 - 10 year goals in addition to retirement planning. Our primary investment strategy is structured to help navigate the ups and downs of a volatile market.Ocean Advisors works with corporations to provide financial literacy and improvement programs to their employees, thereby reducing stress and enhancing workplace productivity. We also publish an investment letter for DIY investors who may benefit from our investment research but would like to make the final decisions with regards to how to allocate their assets among the investment letter portfolios offered.

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Frequently Asked Questions about Michael Lomenzo
Michael Lomenzo currently works for Ocean Advisors LLC.
Michael Lomenzo's role at Ocean Advisors LLC is Managing Member.
Michael Lomenzo's email address is ***@oceanadvisors.com. To view Michael Lomenzo's full email address, please signup to ConnectPlex.
Michael Lomenzo works in the Financial Services industry.
Michael Lomenzo's colleagues at Ocean Advisors LLC are and others.
Michael Lomenzo's phone number is ["704-523-6914"]
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