Nationwide Mutual Insurance Company

Jason Hoffman is a Private Client Financial Advisor at Citizens Wealth Management in Melville, NY, dedicated to guiding clients through their financial journeys. With a collaborative approach, his advisory team focuses on creating comprehensive financial plans tailored to the unique needs and goals of each individual and their families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, such as higher savings rates and special lending discounts. The firm emphasizes ongoing support and adjustments to financial strategies as clients' lives evolve, ensuring alignment with their long-term objectives. Generated from the website

Erik Vasquez is a Private Client Relationship Manager at Citizens Private Client, located in Melville, NY. The firm offers a dedicated advisory team that collaborates with clients to create comprehensive financial plans tailored to their unique situations and evolving life circumstances. Citizens Private Client emphasizes personalized financial guidance, providing clients with access to a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Additionally, clients benefit from exclusive rewards and premium services designed to enhance their financial journey. Generated from the website

Wexford Financial Strategies, located in Melville, NY, is dedicated to providing investment management and strategic wealth planning tailored to individual client needs. With a focus on education, advocacy, and fostering lifelong relationships, the firm aims to be a trusted advisor for its clients. The company offers specialized services including Concierge Wealth Management, Divorce Consulting, and solutions for families with special needs. By maintaining independent advisor status, Wexford Financial Strategies prioritizes the best interests of its clients, ensuring comprehensive financial guidance without the influence of specific product sales. Generated from the website