Wexford Financial Strategies

CONNECT

Address:

1 Huntington Quadrangle, Suite 2C10
Melville, NY 11747

Phone:

516-714-5200

Fax/Other:

646-328-5158

SmartVestor Pro

What does it mean to be a SmartVestor Pro?
 

More than likely you have come to this page because you are a Dave Ramsey fan!  We are too, and are here to help you navigate throught the financial planning process.  So what does it mean to be a SmartVestor Pro? 
 

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
 

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel
comfortable talking to and someone you can trust. We’ll work together to create a plan to help you work toward your goals.

 

I care about your future.

I’m more than a “financial planner”—I’m someone you can relate to and share your
dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.ogan Chris Brown Rachel Cruze
I’ve been selected as a SmartVestor Pro because I’m committed to helping you pursue your long-term investing goals.

 


Dave Ramsey

 

 

 

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Wexford Financial Strategies or LPL.