
About Ocean View Investments Group
Ocean View Investments Group was a Financial Services company based in Glendale (United States) founded in 2009. It offers financial advice, wealth management, retirement planning, and insurance services to individuals. It operates on a B2C model in Financial Services and Business Services sectors. The company is recorded as dissolved. Ocean View Investments Group offers products and services including Wealth Management, Retirement Planning, Annuity Services, Life Insurance, and Health Insurance. Its focus areas include Finance, Insurance Services, Risk Management and Individual Protection. Its legal entity is OVIG Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Ocean View Investments Group, operating as OVIG Inc., delivers financial advisory services including wealth management, education planning, and retirement strategies. Based in Glendale, California, they help clients assess financial situations and create personalized plans for investments, insurance, and estate planning. Services cover bonds, annuities, and health insurance, aiming to support individual financial goals through direct consultations and online resources, while adhering to regulatory standards.
- Headquarters Glendale, United States
- SectorsFinancial ServicesBusiness Services
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- Website ovig.us
- Legal Name Ovig Inc.
Products & Services of Ocean View Investments Group
Ocean View Investments Group offers a comprehensive portfolio of products and services, including Wealth Management, Retirement Planning, Annuity Services, Life Insurance, and Health Insurance.
Strategies for managing personal investments and assets
Guidance on securing income for post-retirement life
Products providing steady income streams for financial stability
Coverage for life events to safeguard dependents' finances
Plans for medical and group health needs of individuals
People of Ocean View Investments Group
1 people are tracked at Ocean View Investments Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Scott Trulik | Owner | Leadership |
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Competitors of Ocean View Investments Group
Ocean View Investments Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Ocean View Investments Group
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Web traffic of Ocean View Investments Group
The website of Ocean View Investments Group (ovig.us) receives about 1.6K visits a month.
- Monthly visits1.6K
▲ 21.1% vs previous month
Top companies in Insurance Providers
3 companies that operate in the same segment as Ocean View Investments Group (Insurance Providers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of a cloud-based platform for life and P&C insurance | 2015 | New York, New York, United States | USD 644 M | USD 615.2 M | 1,471 | |
Online small business insurance policies are provided. | 2016 | Palo Alto, California, United States | USD 1.12 B | 549 | ||
App-based comparison platform for financial products | 2009 | San Francisco, California, United States | USD 123.3 M | USD 836.6 M | 650 |
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Related news about Ocean View Investments Group
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Frequently Asked Questions about Ocean View Investments Group
Ocean View Investments Group was founded in 2009.
Ocean View Investments Group is headquartered in Glendale, United States. It is registered at Glendale, California, United States.
Ocean View Investments Group, operating as OVIG Inc., delivers financial advisory services including wealth management, education planning, and retirement strategies. Based in Glendale, California, they help clients assess financial situations and create personalized plans for investments, insurance, and estate planning. Services cover bonds, annuities, and health insurance, aiming to support individual financial goals through direct consultations and online resources, while adhering to regulatory standards.
Ocean View Investments Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Ocean View Investments Group offers Wealth Management, Retirement Planning, Annuity Services, Life Insurance, and Health Insurance.
Ocean View Investments Group operates through Ovig Inc..
