Investment Insight Wealth Management, LLC

Financial ServicesFinancial AdvisingMassapequa, New York

Contact

Address
36 West Drive, Massapequa, New York, 11758
Phone
(516) 249-0060
Website
myinvestmentinsight.com

Business Hours

SundayClosed
Monday09:00am – 05:00pm
Tuesday09:00am – 05:00pm
Wednesday09:00am – 05:00pm
Thursday09:00am – 05:00pm
Friday09:00am – 05:00pm
SaturdayClosed

Description

Investment Insight Wealth Management is an SEC-registered financial advisor serving business owners, professionals, and high net worth individuals for over 20 years. As a trusted wealth management firm, we provide comprehensive financial planning, investment management, retirement planning, and tax-efficient strategies tailored to your goals. With over $126M in assets under management, our team delivers personalized, goal-based financial advice supported by data-driven investment strategies. We help clients build, preserve, and transition wealth with clarity and confidence. Proudly serving clients in Massapequa, Farmingdale, and across the U.S.