Soofia Naqvi, FSCP, Investment Advisor Representative

Soofia Naqvi, FSCP, Investment Advisor Representative My combination of experience & professionalism can help you meet your financial goals, estate strategies and insurance needs.

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term

care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. My Office Number is 1(516)326-7027
https://www.blueocean.us.com/licensing

07/17/2026

Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headline...
07/15/2026

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.

Click here to register: https://bit.ly/4fn8blT

07/13/2026

US equities posted a second straight week of gains, led by a rebound in technology and semiconductor stocks and strength in energy shares. Treasury yields moved higher as rising oil prices renewed inflation concerns. Oil prices were volatile, initially falling on Saudi Arabia’s price cuts before surging amid escalating US-Iran tensions. Learn more with this week’s market perspective.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

07/09/2026

Click to see long-term care costs by state and care type, and find out how your area compares to the rest of the nation: http:/ltccostsmmdba.hvsfinancial.com

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

06/30/2026

Markets diverged last week: the Nasdaq fell 4.6%, the S&P 500 fell 1.9%, and the Dow rose 0.6%. Oil dropped about 10% to $69, easing yields and rate expectations. Growth data held firm, but inflation at 3.4% keeps the central bank cautious ahead of jobs data. Learn more with this week’s market perspective.

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retireme...
06/26/2026

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Let’s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk....
06/25/2026

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk.

https://bit.ly/4w9xPRI

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

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2200 Northern Boulevard, Suite 200
Greenvale, NY
11548

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

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