Investment Insight Long Island Investment Advisors

As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience.

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Solutions for Achieving your Financial Goals.

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.

We work exclusively for our clients.

Our Process

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About Us

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What We Offer

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Will You Be Prepared for Retirement?

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Would you benefit from financial planning?

Just about everyone we meet can take steps to improve the approach they are taking when it comes to their finances. Understanding where those changes lie is the expertise we bring to the table.

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"Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success."

Life happens quickly. How will your child pay for college?

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."