As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience. Asking the right questions about how you can save money for retirement without sacrificing your quality of life. It's never a bad time to speak with your financial professional about changes in your situation.
We operate on a principal of Fiduciary Responsibility to the client, a principal we embraced in 2004 when we opened our doors. We maintain independent status. We are free from the conflicts of interest that exist when you work for a brokerage firm, insurance company or a bank. Just about everyone we meet can take steps to improve the approach they are taking when it comes to their finances.
We operate on a principal of Fiduciary Responsibility to the client, a principal we embraced in 2004 when we opened our doors. We maintain independent status. We are free from the conflicts of interest that exist when you work for a brokerage firm, insurance company or a bank. Just about everyone we meet can take steps to improve the approach they are taking when it comes to their finances.
Services
Investment Insight Wealth Management, LLC is a Registered Investment Advisor serving businesses, retirement plans and high net worth investors since 2004. Located in Massapequa, New York. As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience. We have no affiliations with brokerage firms, insurance companies, banks, or mutual fund companies.
Our firm was founded in 2004. Since our founding, we have helped many hundreds of clients successfully plan and invest for their future. We chose to form our firm as a Registered Investment Advisor and we adhere to a strict code of conduct, putting the needs of the client first. In the long run, this has served both the clients and the firm well, as we have grown throughout our 15 year history.
We were founded on a belief that when our client's interests were well served, that they would prosper and so would our firm. We never looked back. We operate on a principal of Fiduciary Responsibility to the client, a principal we embraced in 2004 when we opened our doors. We maintain independent status.
Please take a minute to browse the various services offered by Investment Insight Wealth Management. If you have questions about the services we provide, please call (516) 249-0060 to speak with an advisor. Plainly put, retirement planning quite literally refers to the planning of your retirement. It involves planning and handling your finances for retirement.
When we meet clients for the first time, we explain that in order for us to give them the best advice possible, we need to understand what they want to achieve and the steps that they are taking to get there.
This leads to a fact finding process, whereby clients answer a series of questions about their family, their goals and how important they are in the overall picture of their lives, prior investment experiences, time frames and risk tolerance.
This leads to a fact finding process, whereby clients answer a series of questions about their family, their goals and how important they are in the overall picture of their lives, prior investment experiences, time frames and risk tolerance.
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