Wexford Financial Strategies pioneers a people-first approach to financial planning, focusing on client relationships and comprehensive, independent advice.
-- Wexford Financial Strategies: A New Standard in Client-Centered Financial Planning
A Vision Born from Frustration and a Desire for Change
Wexford Financial Strategies was founded on a clear mission: to provide personalized financial planning that focuses on individuals, families, and business owners rather than products or investments. The firm was created in response to the overwhelming number of financial firms that prioritize sales over service, offering cookie-cutter advice and products that don't necessarily align with clients' needs.
For CEO Scott Zuckerman, a Syracuse University graduate with over two decades of experience in the financial services industry, the decision to start Wexford was a direct response to the lack of transparency and personalized service he saw in traditional financial firms. “I founded Wexford Financial Strategies because I was tired of seeing people get piecemeal advice or be sold products that didn’t serve them. It became clear to me that financial planning is broken, and I wanted to fix it,” said Zuckerman.
At Wexford, the approach to financial planning is different. Clients receive independent, customized, and professional advice. This allows Wexford to put the best interest of its clients first, creating tailored strategies that integrate wealth planning, tax efficiency, retirement readiness, and risk management..
The Wexford Difference: Independent, Transparent, and Client-Focused
Building Long-Term Relationships Based on Trust
The financial planning industry has long been known for its focus on selling products, often at the expense of providing holistic advice that truly benefits the client. In contrast, Wexford operates as an independent firm, meaning it is free from the influence of corporate interests. This independence allows the firm to offer personalized guidance tailored to each client’s goals and circumstances.
"Our firm’s independence is essential," explains Zuckerman. "We operate with a fiduciary responsibility, meaning we are legally obligated to put our clients' best interests first, and that’s what we do in every interaction. Our clients value us because we are transparent, educational, and client-focused. We aim to be a true partner, not just an investment manager."
This commitment to transparency sets Wexford apart from competitors. Clients are not just treated as numbers but as partners in their financial journey. By focusing on open communication and adapting to clients’ evolving needs, Wexford has become a professional advisor for both individuals and business owners.
A Comprehensive Approach to Financial Success
Integrating Financial Planning and Insurance for Complete Protection
One of the distinct offerings of Wexford Financial Strategies is its ability to provide both financial planning and insurance services under one roof. The firm also specializes in areas such as personal and commercial property & casualty insurance, ensuring clients have the protection they need in all areas of their financial life.
"Our firm’s holistic approach to planning is designed to simplify the complexity of managing wealth," says Zuckerman. "We’re not here to push a product; we’re here to solve a problem. Our services span across financial planning, risk management, and insurance, providing our clients with both the insight and protection they need."
This integration allows clients to build a comprehensive financial strategy that addresses not just wealth accumulation, but also risk management, tax efficiency, and long-term financial security. Wexford’s dual focus ensures that clients receive well-rounded advice that doesn’t just react to market changes but proactively adapts to life changes.
Wexford’s Commitment to Client Success
Turning Financial Goals into Achievements
Whether it’s helping a family prepare for retirement, guiding a business through succession planning, or assisting a business owner with specific insurance needs, Wexford Financial Strategies offers practical strategies that evolve with clients’ needs.
"We are more than just financial advisors; we’re partners in our clients’ financial success," said Zuckerman. "We understand that life isn’t static, and neither is financial planning. We’re there through the ups and downs, helping clients stay focused and make informed decisions when it matters most."
Wexford’s relationship-driven approach ensures that clients receive the personalized, long-term service they deserve. By combining expertise in both financial planning and insurance, Wexford’s clients gain confidence knowing their entire financial life is covered.
About Wexford Financial Strategies
Founded by Scott Zuckerman, Wexford Financial Strategies is an independent financial planning and insurance firm based in Melville, NY. The firm specializes in providing comprehensive financial solutions for individuals, families, and business owners, offering expertise in wealth planning, tax efficiency, retirement readiness, risk management, and insurance. Wexford stands apart in its commitment to personalized, transparent advice and its focus on long-term client relationships. The firm also offers specialized insurance solutions for business owners, providing tailored coverage for property, liability, workers' compensation, commercial auto, and industry-specific risks, helping to ensure their operations are protected, compliant, and positioned for long-term success.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Media Contact
Scott Zuckerman, CEO
Wexford Financial Strategies
Phone: 516-714-5200
Email: szuckerman@wexfordfs.com
Website: www.wexfordfs.com
Social Media:
Facebook: WexfordFS
Contact Info:
Name: Scott Zuckerman
Email: Send Email
Organization: Wexford Financial Strategies
Website: http://www.wexfordfs.com/
Release ID: 89158179
Should there be any problems, inaccuracies, or doubts arising from the content provided in this press release that require attention or if a press release needs to be taken down, we urge you to notify us immediately by contacting error@releasecontact.com (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our efficient team will promptly address your concerns within 8 hours, taking necessary steps to rectify identified issues or assist with the removal process. Providing accurate and dependable information is central to our commitment.
