Services Offered
Financial Planning
Comprehensive goal mapping and portfolio growth strategies tailored to your lifestyle and aspirations.
Insurance Solutions
Expert guidance on insurance needs, including life, health, and property coverage with integrity and transparency.
Investment Management
Personalized investment portfolio management to help grow your wealth and secure your financial future.
Retirement Planning
Strategic planning for retirement, ensuring you achieve financial freedom and long-term security.
Estate Planning
Assistance with estate and legacy planning to protect your assets and provide for future generations.
Reviews
5(5 reviews)
Rating Distribution
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Lyon Hamburg
via Google
4 months ago
Shawn Ryan has given me excellent guidance and help in my insurance needs. We hav had an on going relationship for many years and I appreciate his integrity and good judgement .
L
Lucas Mattiellovia Google
5 months ago
A great experience working with Ocean 6. The team takes a very understanding approach to financial planning and clarifying the goals that matter to you and build a plan to achieve them. The whole team has been professional and enjoyable to work with
G
Gerrit VanSchalkwykvia Google
6 months ago
We’ve been with Ocean 6 since 2018, and it’s been one of the smartest financial decisions we’ve made. They helped us map out our goals, grow our portfolio, and make sense of the big picture — all while treating us like real people, not just numbers. It’s rare to find a team that’s this knowledgeable and genuinely cares. We feel supported, empowered, and on track — and that’s worth a lot. They’re invested in us, just like we’re invested with them.
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Nicole Fonsecavia Google
10 months ago
Ocean6 has been amazing to work with! From our first conversation, they took the time to truly understand my goals, lifestyle, and what financial freedom meant to me. Their approach felt modern, personalized, and totally transparent. I walked away not just with a financial plan, but with a clear vision for my future. If you’re looking for a team that genuinely cares and delivers real results, I highly recommend Ocean6.
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Lisa Steelevia Google
over 1 year ago
Highly recommend Jay and the whole Ocean 6 team. Their financial planning process is comprehensive and insightful. They are very knowledgeable and thorough, and take the time to work through all aspects of your finances. We appreciate their transparency and creative solutions, and really feel well supported in our financial journey.
