Wexford Financial Strategies - (516) 714-5042

Our company prides ourselves on providing our clients an experience of excellent client service and in-depth knowledge of financial strategies.

We are a boutique comprehensive financial services firm that helps our clients organize their current and future financial picture. Our objective is to ensure our clients make smart financial decisions by evaluating their situation utilizing a macroeconomic approach. Our focus is on the planning, not the product. We offer non-biased strategies in the areas of asset management; portfolio evaluation; traditional insurance (life, disability, long term care); college planning; estate planning; employee benefits; and business succession, while not representing one particular insurance or investment company.

We pride ourselves on being easily accessible, knowledgeable and dedicated to the financial success of our clients.

a. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org/www.sipc.org

b. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

c. For a list of states in which I am/we are registered to do business, please visit www.wexfordfs.com

Tags: Financial Planning