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

Tuition bills don't care about market timing. That's why how you structure college savings—across account types, tax tre...
09/02/2026

Tuition bills don't care about market timing. That's why how you structure college savings—across account types, tax treatments, and time horizons—matters more than chasing returns.

Thinking through your approach? Let's talk it through.

September is Life Insurance Awareness Month which means it is the perfect time to start thinking about life insurance if...
09/01/2026

September is Life Insurance Awareness Month which means it is the perfect time to start thinking about life insurance if you haven't already.

Contact us (at 516-714-5200 or [email protected]) to receive more information about life insurance and we will answer any questions you have.



Visit our website at www.wexfordis.com

Where you hold your investments can matter as much as what you own. Keeping tax-efficient funds in taxable accounts and ...
08/31/2026

Where you hold your investments can matter as much as what you own. Keeping tax-efficient funds in taxable accounts and less efficient ones in retirement accounts is one way to potentially keep more of what you earn. Small moves, real impact over time. Curious how your accounts stack up? Send me a message.

Talk to an independent agent about how you can help your business be prepared! Contact us at 516-714-5200 or...
08/30/2026

Talk to an independent agent about how you can help your business be prepared!



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

Visit our website at www.wexfordis.com

Did you know these states had the highest weather-related accidents in 2021? Contact us at 516-714-5200 or...
08/29/2026

Did you know these states had the highest weather-related accidents in 2021?



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

Visit our website at www.wexfordis.com

Markets dip, headlines spike, and suddenly every instinct says "do something." But reacting to volatility often costs mo...
08/28/2026

Markets dip, headlines spike, and suddenly every instinct says "do something." But reacting to volatility often costs more than riding it out. A plan built for turbulence helps you stay steady when emotions run hot.

Wondering how your strategy holds up in choppy waters? Let's talk it through.

Permission to Spend in Retirement: A Skill Rarely Taught
08/27/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

It's always a good thing to protect your belongings, but it depends on lots of factors if boat insurance is mandatory fo...
08/27/2026

It's always a good thing to protect your belongings, but it depends on lots of factors if boat insurance is mandatory for you. Your independent agent can help answer all of these questions and more! 🚤

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

Visit our website at www.wexfordis.com

Credit unions operate differently than big banks—member-owned, not shareholder-driven. That structure can shape everythi...
08/26/2026

Credit unions operate differently than big banks—member-owned, not shareholder-driven. That structure can shape everything from how decisions get made to where priorities land. I've joined Greater Texas Credit Union, and I'm excited to bring financial education to members who value that approach.

Curious how this might fit your planning? Let's talk.

Markets don't move in straight lines—and neither do emotions when watching them. The urge to react often does more damag...
08/26/2026

Markets don't move in straight lines—and neither do emotions when watching them. The urge to react often does more damage than the dip itself. Staying grounded means having a plan you trust before the noise starts. Curious how your coverage strategy holds up during uncertain times? Let's talk it through.

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

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