Experience and Trust...with the partner who shares your drive to succeed in accumulating and preserving your wealth

 

 

Hello, I am Clifford Michaels, Certified Financial Planner and President of Institutional Investment Advisors Corp. a partner who shares your drive to increase your income, reduce your liabilities, and give you more financial security through estate and retirement  planning.   Our mission is to provide you with competent, prudent financial conservative advice reflecting where you are on your journey in life.  Whether it is saving for your childs education, preparing for retirement, leaving a legacy or financial peace of mind, we will provide superior client service with the highest standards of integrity.

Institutional Investment Advisors Corp. (IIAC), a Registered Investment Advisor and Financial Planning Firm, is dedicated to providing you with the solutions and services you need in helping you to achieve financial security in retirement. Your financial success is the reason we are here. We make it personal by sitting down with you and reviewing your unique circumstances and goals for your future. Once the map has been drawn we can create a strategy to get you there and keep you there.  Specializing in senior finances, retirment planning, annuities, IRA's and rollover IRA's,  life insurance, pension management and group management.

Because we are an independent firm, we have no obligation to sell propietary products or services, so we can be openly selective in offering only those investment products and services that we believe would be the best fit to help meet your particular financial objectives and goals.  This is the objectivity afforded by working with an independent financial advisor.

 

For a COMPLIMENTARY NO OBLIGATION FINANCIAL CONSULTATION, contact Institutional Investment Advisors Corp., fill out the form and we will be in touch.

 CFP®, CERTIFIED FINANCIAL PLANNER and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 
 

Our Phone:  212-869-7266 or 800-423-8424


Regarding investment products and services, this site is only intended for residents of the following states where we are licensed to conduct securities and/or investment advisory business. NY, NJ, PA, CT, MD, MA, NH and FL

Securities offered through Registered Representatives of Cadaret Grant & Co., Inc., Member FINRA/SIPC