Ocean Crest Financial


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846 N Cocoa Blvd. Suite C
Cocoa FL, 32922

Mon8:30 am-5:00 pm
Tue8:30 am-5:00 pm
Wed8:30 am-5:00 pm
Thu8:30 am-5:00 pm
Fri8:30 am-5:00 pm

846 N Cocoa Blvd. Suite C, Cocoa FL, 32922

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About Ocean Crest Financial

Once we meet and have crystal clear clarity on the results you are seeking, the planning begins. This allows us to build a tailored plan designed specifically for you. Whether you’re a pre-retiree, currently in retirement, of just starting out, we will begin with “A-Purpose-In-Mind” approach. Think of it like this, an engineer can’t start designing a building without knowing what the end result of the project is supposed to look like; a surgeon can’t go into surgery without knowing what the outcome of the surgery is supposed to be. This same results-oriented approach also applies to the areas of helping you manage your personal finances, your estate planning, tax planning and retirement income planning.

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