Zambri Financia

Wizdom Wealth, a Melville, NY-based firm, specializes in comprehensive financial services and investment solutions. Our experienced financial planners and advisors provide expert guidance for business retirement plans, private wealth management, and financial wellness. We understand that each client has unique financial goals, and we tailor our approach to help individuals and businesses achieve their financial aspirations. Our dedicated team offers personalized investment strategies, sound financial planning, and holistic financial wellness programs to maximize returns while managing risk effectively.

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.