Three Ocean Partners
Business Details
About
Need to align pensions with an IRA rollover or untangle a trust for real estate in the city
Three Ocean Partners spots a trend: finances look different after 2020, but managing them still rewards clarity. Their space at 551 5th Ave #38 sits above the Midtown grid, close enough to Grand Central Terminal for quick visits. Between portfolio reviews and estate planning confabs, catching a cab is never a long wait.
Services here include retirement planning, tax-efficient investing, stock-option guidance, defined-benefit calculations, QDRO work for divorces, and straightforward Social Security timing. Early on, consolidating scattered 401(k) accounts outside a former employer usually tops the list. Later, mapping RMDs to Medicare brackets can trim an unnecessary tax bill—details like this are routine.
Talk it over first: (212) 259-0555 Check a neighborhood map for quick directions to the building entrance, then head straight up to suite 38—no lobby detours required.
