Robert J. Sullivan, ChFC

Serving businesses, retirement plans and high net worth investors since 2004

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Investment Insight Wealth Management, LLC Robert J. Sullivan, ChFC
Massapequa, NY

Serving Clients Nationwide

Serving businesses, retirement plans and high net worth investors since 2004

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

In 2004, Robert "Bob" Sullivan founded Investment Insight Wealth Management, LLC; the name of the firm makes clear what Bob and his team do for their clients—provide straightforward investment insights that lead to the accomplishment of financial goals.

Investment Insight Wealth Management, LLC is a fee-based Registered Investment Advisor serving individuals and businesses, and their independent status allows them to provide objective investment and financial advice to their clients. Bob leads by example with honesty, integrity, accountability and customer satisfaction as the core values driving the firm each day. As an RIA, he and his team have the fiduciary responsibility to always do what’s in the best interest of each client.

In this highly analytical industry, Bob especially enjoys the time he spends meeting and counseling people, hearing the stories of their individual life goals and ambitions. He thrives on the challenge of creating smart, solutions customized to each situation.

Personally and professionally, Bob is inspired to be working with his son, Chris, to build something bigger and better together. Their shared desire is to provide investment advice that will help people grow their wealth to gain peace of mind about their lives and their lifestyle.

Prior to establishing Investment Insight Wealth Management, Bob worked for AXA Advisors for 16 years. He holds an associate’s degree in bio-medical engineering technology from SUNY, Farmingdale, and the ChFC from the American College for Financial Planning, along with a Series 65 designation.

Farmingdale, New York, the town where he grew up, is home to Bob and his wife, Lisa. Married for 34 years, they have two children, Erin and Chris, and strive to maintain a healthy balance between work, family, and leisure. Outdoor activities are Bob’s favorite, and the time he spends cycling, backpacking, playing golf, and beekeeping give him time to reflect and keep him refreshed.

Professional Designations

  • Chartered Financial Consultant (ChFC)

Primary Location

36 West Drive, Massapequa, NY 11758

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Percentage of Assets Managed
  • Percentage of Income

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a free consultation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

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

At Investment Insight Wealth Management, we have the client—and only the client—in mind. We operate on a principal of Fiduciary Responsibility to the client, a principal we embraced in 2004 when we opened our doors. Since our founding, we have helped many hundreds of clients successfully plan and invest for their future.

We chose to form our firm as a Registered Investment Advisor and we adhere to a strict code of conduct, putting the needs of the client first. In the long run, this has served both the clients and the firm well, as we have grown throughout our 15 year history.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Education

SUNY, Farmingdale, Associate’s Degree in Bio-Medical Engineering Technology

Hobbies and Interests

  • Cycling
  • Family
  • Golf
  • Hiking

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

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