Wexford Financial Strategies
900 Walt Whitman Road, Melville, NY 11747
Location & Phone number
900 Walt Whitman Rd #310, Melville, NY 11747, United States
About the Business
Wexford Financial Strategies is a finance institution located at 900 Walt Whitman Road in Melville, New York. Our dedicated team is committed to providing investment management and strategic wealth planning that is tailored to meet your individual needs. As your trusted advisor, we take a hands-on approach to financial guidance, ensuring that your goals and aspirations are at the forefront of our planning process.
Our focus is on understanding your unique financial goals and developing a comprehensive plan to help you achieve them. We believe in creating a financial plan that not only protects your current needs but also plans for your future in a tax-efficient manner. With our absolute independence from any specific insurance or investment company, we are able to provide unbiased advice that is truly in the best interest of our clients.
Led by President & CEO Scott B. Zuckerman, our team at Wexford Financial Strategies is dedicated to helping you understand why you own certain financial products and how they can help you pursue your goals. Scott's book, "Don’t Be a Financial Disaster," offers valuable advice and practical worksheets to empower readers to take control of their financial future.
Whether you visit us at our Long Island or Florida office, our team of experienced professionals is here to guide you on your financial journey. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Contact us today to schedule a consultation and start working towards a brighter financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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