Ocean Sun Financial is a full-service Investment and Insurance brokerage providing tailored wealth management and insurance solutions for individuals and businesses. We specialize in wealth management, comprehensive financial planning and group benefits programs.
GROUP
We design highly competitive benefits plans for every level of your team—from Health & Dental to Health and Wellness Spending Accounts, delivering the best for executives to front-line staff.
INDIVIDUAL
We offer a full spectrum of financial planning, including wealth management and estate planning, life insurance, disability protection and critical illness for all aspects of your financial security.
CORPORATE
Discover how private corporations can leverage advanced Tax and Investment strategies to improve performance and unlock greater opportunities in succession and estate planning
TRAVEL
We offer some of the most flexible emergency travel medical coverage, with the ability to customize your activities for any high-risk sports or simple leisure time at the beach.
