Wizdom Wealth

Lenzo Wealth Management is a financial planning firm in Melville, NY. The firm has over of experience helping clients achieve their financial goals. Lenzo Wealth Management offers a wide range of financial services, including investment management, estate planning, business planning, retirement planning, tax strategies, insurance planning, and wealth management strategies. The firm's experienced team of financial advisors will work with you to create a personalized financial plan that meets your individual needs and goals. Lenzo Wealth Management is committed to providing its clients with the highest level of service. The firm's advisors are always available to answer your questions and provide guidance.

Arete Wealth has been helping advisors and investors achieve their wealth goals since 2007, and throughout our growth, our core value of excellence through intellect and integrity has never wavered. Fincadia is an independently owned group of branches that operates under Arete Wealth Management. Fincadia oversees more than $2 billion in client assets across the country and has been helping clients achieve their goals for over three decades. The Fincadia brand includes Fincadia LLC, Fincadia Capital Management LLC, and Fincadia Wealth Management LLC.

Zambri Financia is a financial services company located in Melville, NY. The company offers a wide range of financial services, including retirement planning, estate planning, tax planning, investment planning, and money management. Zambri Financia is committed to providing its clients with the best possible financial advice and services. The company's experienced and knowledgeable staff has a proven track record of helping clients achieve their financial goals. Zambri Financia is the perfect choice for anyone looking for a trusted financial advisor.