Wexford Financial Strategies

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

We help build smart and innovative strategies designed to build and preserve wealth. 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 individualized 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. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
www.finra.org and 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. For a list of states in which I am/we are registered to do business, please visit www.wexfordfs.com

Have your circumstances changed since you purchased your life insurance policy? If so, let our professionals provide you...
06/23/2026

Have your circumstances changed since you purchased your life insurance policy?

If so, let our professionals provide you with a complimentary life insurance review to determine if your policies still meet your current and future needs.



Contact us at 516-714-5200 or [email protected]

Visit our website at www.wexfordis.com

Are you wondering what Disability Insurance plan is right for you?Here are the different types:- Disability Income- Busi...
06/20/2026

Are you wondering what Disability Insurance plan is right for you?

Here are the different types:
- Disability Income
- Business Overhead Expense
- Disability Buy-out
- Key Person

Contact us (at 516-714-5200 or [email protected]) today for more information on these plans and how to receive them.



Visit our website at www.wexfordis.com

Your will says one thing. Your beneficiary designations might say another. Guess which one usually wins?That disconnect ...
06/19/2026

Your will says one thing. Your beneficiary designations might say another. Guess which one usually wins?

That disconnect trips up more families than you'd expect—especially when account titling hasn't been reviewed in years.

Got a "what about my situation?" question? I'm happy to take a look.

06/19/2026

Have a great weekend everyone!

Building wealth is one thing. Protecting it? That takes a different kind of attention.Asset allocation isn't about chasi...
06/15/2026

Building wealth is one thing. Protecting it? That takes a different kind of attention.

Asset allocation isn't about chasing returns—it's about balancing growth potential with the risks you can actually afford to take.

All investments carry risk, including possible loss of principal. Curious how your mix lines up with your goals? Send me a message.

Address

900 Walt Whitman Road, Suite 310
Melville, NY
11747

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Wexford Financial Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wexford Financial Strategies:

Shortcuts

Share

Category