Connect with Top-Rated Financial Planners in Massapequa!

As a professional investment advisory firm, Investment Insight Long Island Investment Advisors offers a range of services, including investment management, retirement planning, financial planning, college planning, and retirement plans for businesses. We take a personalized approach to understand the unique financial goals and needs of our clients, providing tailored solutions to help them achieve their long-term objectives. With 25 years of experience and a commitment to fiduciary responsibility, we operate independently, free from conflicts of interest, to ensure that our clients receive unbiased advice. Our comprehensive services include investment management, retirement planning, financial planning, college planning, and retirement plans for businesses. We also offer resources such as tax planning, estate insurance, and investment lifestyle tools. By working closely with our clients, we help them navigate the complexities of financial planning and achieve their goals.

ADC Wealth Management, LLC is a fee-only investment management firm offering personalized portfolio management and risk management strategies to families and businesses across the country. Our goal is to deliver the highest standard of fiduciary care and highly customized portfolio management, focusing on matching the level of risk you are able and willing to tolerate with a personalized portfolio best suited to achieve your goals.

Daniel G. Mazzola, CFA, CPA, CFP is a leading financial services firm providing comprehensive financial planning, investment management, tax planning, and retirement planning services to individuals, families, and businesses in Massapequa, NY, and surrounding areas. With a team of experienced professionals, we offer personalized and tailored solutions to meet the unique needs and goals of each client. Our mission is to provide exceptional service, build long-term relationships, and help our clients achieve their financial goals and secure their financial future.