Investment Insight Wealth Management

Tel: 516-249-0060
36 West Drive
Massapequa, New York  11758
Investment Insight Wealth Management | Financial Advisor in Massapequa,New York

About Investment Insight Wealth Management

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. We do not collect commissions. We work strictly for our clients. What that means to our clients is real investment advice, free from all conflicts that exist when your advisor is working the financial firm instead of you. Our clients assets are invested through one of the nations largest discount brokers, where we invest in mutual funds with no sales charges. Our clients pay very low rates to the discount broker for stock and bond trades. Lower fees mean higher returns for our clients portfolios. We provide a variety of services under the scope of investment management and financial planning, inclu

General Information

Year Established:   2004
Services:   Retirement Planning, College Planning, Investment Management, Executive Benefits, Financial Planning, Tax Planning, Corporate Investment Management, Risk Management, Estate Planning, Retirement Plans for Businesses

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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