Experience and Trust...with the partner who shares your drive to succeed

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INTEGRITY  •  TRANSPARANCY  • HONESTY
TRUST  • SERVICE •  LEADERSHIP  •  RELIABILITY

These are the values we believe in and our philosophy is put the client first

Specializing in: Rollover IRAs Retirement Plans •
Money Management
Comprehensive Financial Planning • Investment & Retirement Planning • Investment Solutions Offering Principal Guarantees or Income Stream Guarantees

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 helping you to achieve financial security in retirement.  IIAC was organized by Clifford Michaels, CFP®, with over 25 years of financial planning and investment management experience.

Institutional Investment Advisors Corp. is a (U.S.) nationally recognized money manager as seen in Barron's and the Investor's Business Daily newspaper.

Our mission is to provide competent, prudent financial advice reflecting the highest standards of integrity and superior client service through a partnership that enables us to understand, anticipate and solve your financial needs.

 CFP®, CERTIFIED FINANCIAL PLANNER and CFP® are certification marks owned by the Certified Fiancial 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 and FL

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

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