Ocean Wealth Group

Ocean Wealth Group is a Financial Planner in Buffalo, NY. The firm focuses on managing wealth to help clients enjoy retirement and prepare a legacy that lasts. Its services include financial planning, retirement services, and wealth management. For financial planning, the team helps clients define and prioritize goals, putting financial decisions into perspective. Retirement services are designed to create income for life, while wealth management aims to navigate risks and maximize returns with a long-term view. The firm holds a 5.00 rating based on 27 reviews.

The founder, Michael J Hardy, CFP, describes his role as a financial strategist who helps clients understand their relationship to money so they do not sabotage their plans. He builds, implements, and manages plans that may involve retirement, investment, estate, insurance, and education planning. Hardy was an associate economics professor at Medaille College and has contributed to publications including Forbes, The Street, Fortune, The Buffalo News, and Yahoo Finance. The firm offers a comprehensive planning process that covers estate planning, insurance, college savings, and preparing for retirement. These elements culminate in a personalized financial plan intended to last decades. The team works with clients' attorneys, accountants, insurance agents, and other professionals to execute the plan. A secure financial planning portal is available for clients to follow their goals. The firm also offers complimentary hard copy books titled "The Wealth Solution" and "Your Legacy of Care," the latter focusing on providing for a special needs child.

The office is located at 5550 Main St, Suite 1, in Williamsville, NY. It sits on Main Street, about a quarter of a mile from the Williamsville Branch Library. The firm is also a short distance from the Village of Williamsville government office and Williamsville Village Hall.

Ocean Wealth Group has a strong local reputation, reflected in consistently high customer ratings. As a financial planning firm in the Buffalo area, it combines detailed strategic planning with a focus on long-term legacy and retirement security.