We are excited to announce our WizdomOne family of companies has moved!

We look forward to the future of our company as we grow across Long Island and continue to focus on bringing financial wizdom to business owners and entrepreneurs in our communities.

Where are we located now?

Wherever you need us to be.We are proud to be a Remote-First company as of November 1, 2021 available to meet our clients needs from anywhere, and meet you where it is most convenient for you. We have an office space at 68 South Service Road, Suite 100, Melville, NY 11747 and we have hundreds of meeting spaces available for us to use across Long Island and Manhattan, or a virtual meeting works great too!

Why the move?

The last two years has taught us a lot about the importance of family and work-life harmony. We want to offer our employees flexibility to live and work wherever it is best for them, and to enjoy the flexibility being Remote-First offers.

Plus, it means we can meet you anywhere, not just in Hauppauge making your life easier!

What if I need to meet you in person or mail you a check?

Our new address is 68 South Service Road, Suite 100 Melville, NY 11747. We can meet there, or anywhere more convenient for you!

Questions, comments, concerns?

If you have any questions, comments, or concerns, please feel free to reach out via email or give us a call.