“The Best Investment Group in the metro area! I have consistently Increased my worth with this firm. Would recommend to anyone in need of financial advice and investment.“
“As an advisor with Quantum Financial Advisors we refer insurance based clients to Blue Ocean Wealth and leverage off of there expertise in the insurance arena. They do an awesome job listening to what the clients want and giving the client what they need“
“Jim and Julie are AMAZING in how knowledgeable, how helpful, and how kind and PATIENT they are! They have gone above and beyond every step of the way. I would highly recommend Carmichael and Associates to anyone, no matter what your knowledge base and comfort level with investing/money management.“