Meet Our Team of Financial Advisors in Massapequa, NY
At Investment Insight Wealth Management, we're committed to guiding you through your financial journey. Located in Massapequa, NY, our team of financial advisors is dedicated to developing strategies and providing advice to help you achieve your financial goals.
Let's TalkWhy Choose Our Massapequa Financial Advisors?
Selecting the right financial advisor can make all the difference in achieving your financial goals. Here’s what sets our Massapequa team apart from the rest.
Local Expertise
Our advisors are deeply connected to the Long Island community, where wealth and opportunity abound. With a keen understanding of the local economic landscape, we offer insights and strategies that are created considering the unique financial environment of Long Island.
With this local expertise, we provide guidance that is relevant and beneficial to our clients' needs. We understand the lifestyle factors that influence financial decisions and can offer advice that aligns with your values and priorities.
Comprehensive Services
We offer a wide range of financial services, from retirement planning and investment management to college and estate planning. Our comprehensive approach means that all aspects of your financial life are considered and optimized for your benefit.
With strong community connections, we can also facilitate networking and access to local resources, and our familiarity with New York regulations can help our clients navigate regional financial nuances.
We Put Our Clients First
Our clients are at the heart of everything we do. We prioritize understanding your individual needs and goals, and we give financial advice according to your unique circumstances.
Analytical Mindset
Our team takes a thorough approach to assessing financial opportunities and risks. We use data and market analysis to craft strategies that are innovative yet firmly rooted in solid financial principles so that you have the information needed to make smart decisions.
Our Financial Advisory Process
Our structured process is designed to give every client a plan that seamlessly aligns with their goals and needs.
Initial Consultation
We start by having a 15-minute meet and greet to let you know about our services and to discuss your financial goals. This initial meeting is all about getting to know you and your current standpoint, so we can assess whether we would be a good fit for your financial needs.
Data-Gathering Session
In our data-gathering session, we schedule a 90-minute meeting to delve into the details of your financial life, looking at your income, expenses, assets, and liabilities. This helps us get a clear picture of where you stand financially to spot areas where you can improve or grow, which will guide the development of our plan.
Comprehensive Analysis & Strategy Development
We take a close look at all the information we've gathered to assess your financial health and find ways to optimize it. Whether you're focused on saving for retirement, investing for growth, or managing debt, we create a strategic plan that's flexible and can adapt to your changing needs.
This is where we develop financial plans for our financial planning clients, and investment policy statements and portfolio recommendations for our investment management clients.
Recommendation Proposal Session
In this session, we share our findings and strategic recommendations with you. We break down each part of the plan so you understand why we're suggesting it. This is a collaborative process where you can ask questions and give feedback so that the plan fits your comfort level and financial goals.
If you’re a financial plan client, you’ll leave this meeting with your plan ready to implement.
Implementation & Ongoing Review
If you’re an investment management client, after finalizing the strategy, we help put the plan into action. Our support doesn't stop there; we regularly review and adjust your plan to keep it aligned with your goals and any changes in your life or the financial world.
Regular updates and check-ins keep you informed and confident in your financial journey.
Why Massapequa Residents Trust Us
Fiduciary Responsibility
We act in your best interest, providing unbiased advice and transparent service.
Transparency
We maintain open communication, ensuring you understand every aspect of your financial plan.
Ongoing Education
We empower you with knowledge, helping you make informed financial decisions.
Meet the Investment Insight Wealth Management Team
Our team is dedicated to providing the highest level of service possible, guided by decades of experience and a commitment to helping you achieve your financial goals.
Robert J. Sullivan, ChFC & NSSA
Chief Investment Officer & Founder
Robert Sullivan’s leadership is grounded in honesty, integrity, and a deep care for each client.
With over 20 years of experience, Robert’s expertise in financial planning and investment management guides the firm’s approach. He values the relationships he builds, understanding each client's unique journey. Outside of work, Robert enjoys outdoor activities and spending time with his family in Farmingdale, New York.
Christopher R. Sullivan
Client Service Coordinator
Chris Sullivan joined the firm in 2016, bringing a fresh perspective and passion for helping others. As the Client Service Coordinator, he plays a central role in client communications and operational efforts. Chris strives to enhance the client experience through thoughtful communication and service. Outside of work, Chris enjoys sports, swimming, golfing, and spending time with the company mascot, Jazz.
Get Started with Massapequa's Financial Advisors
Ready to take control of your financial future? Contact us today to schedule a consultation with our Massapequa financial advisors. We're here to provide the confidence and clarity you need to reach your financial goals.
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