Robert J. Sullivan, ChFC
Serving businesses, retirement plans and high net worth investors since 2004
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
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 Robert J. Sullivan, ChFC
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)
- National Social Security Advisor (NSSA)
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 Investment Insight Wealth Management, LLC
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
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.