Ocean View Investments Group

Glendale, United States Founded: 2009 • Age: 17 yrs
Offers financial advice, wealth management, retirement planning, and insurance services to individuals.

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
  • Sectors
    Financial Services
    Business Services
  • Email
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  • Phone
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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.

Wealth Management
Financial Planning

Strategies for managing personal investments and assets

Retirement Planning
Investment Services

Guidance on securing income for post-retirement life

Annuity Services
Insurance Products

Products providing steady income streams for financial stability

Life Insurance
Risk Protection

Coverage for life events to safeguard dependents' finances

Health Insurance
Insurance Services

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).

NameRoleGroup
Scott Trulik
OwnerLeadership
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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 NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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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 visits
    1.6K

    ▲ 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.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of a cloud-based platform for life and P&C insurance
2015New York, New York, United StatesUSD 644 MUSD 615.2 M1,471
Online small business insurance policies are provided.
2016Palo Alto, California, United StatesUSD 1.12 B549
App-based comparison platform for financial products
2009San Francisco, California, United StatesUSD 123.3 MUSD 836.6 M650
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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..

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