Wexford Financial Strategies

Landmark Wealth Management LLC is an independent, fee-only U.S. Securities and Exchange Commission registered investment advisor located in Melville, New York. The firm specializes in providing comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations, prioritizing the clients' interests through a fiduciary standard. Comprised of accomplished financial professionals, Landmark Wealth Management focuses on delivering cost-effective investment solutions while ensuring transparency in their fee structure. By actively seeking lower-cost investment options, the firm aims to help clients achieve their financial goals while maintaining liquidity and reducing correlations across investments. 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

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