Trusted financial guidance rooted in integrity and results
CASH CONCEPTS INC is a full-service financial services firm based in Medford, New York. Founded by Wayne Neumann, our firm was built on a simple belief: that every individual and business deserves access to clear, honest, and effective financial guidance.
We specialize in helping our clients navigate the complexities of personal and business finance — from cash flow management and strategic planning to investment guidance and retirement preparation. Our team brings decades of combined experience across the financial services industry, and we take pride in building long-term relationships with every client we serve.
At CASH CONCEPTS INC, our mission is to empower our clients to make confident financial decisions. We believe that smart money management is the foundation of a secure future, and we work tirelessly to provide the tools, knowledge, and support our clients need to thrive.
We operate with complete transparency and always put our clients' interests ahead of our own.
No two clients are alike. We tailor every strategy to your unique goals, circumstances, and timeline.
We measure our success by yours. Every recommendation is backed by data, experience, and a commitment to outcomes.
We are here for the long haul — building lasting relationships that grow as your financial needs evolve.