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Homepage - Mission Statement

Direct your life toward financial success.

Envision your life with less stress and worry about retirement. Imagine an actionable financial plan that lets you focus on the more imperative things in life. This is what we aspire to bring you, your financial freedom.

You deserve someone who listens to your vision of financial freedom to help you build and accomplish a plan around it. Over the past thirty years, we have learned that experience and trust are the most valued elements of establishing a financial plan. True financial planning should focus on YOU.

 

What is a Certified Financial Planner, CFP®?

“A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting up a program to help the client meet those goals. Financial planners specialize in tax planning, asset allocation, risk management, retirement and/or estate planning.”

7 signs you need a CFP

1. You don’t have a financial plan
2. You don’t know your retirement gap (what you have and what you need)
3. You don’t know how much you pay for investments or what your return is
4. You don’t have a strategy for down markets
5. You don’t know what your risk is
6. You are not sure if you are saving enough money
7. You have not set up a survivor or legacy plan

We create purpose-driven financial plans for busy professionals and individuals of all backgrounds. With the ever-increasing complexity of decisions that must be made with money, we’re here to make things simple. Depending on your circumstances, we can evaluate what will be the best course of action to provide the solution for your retirement.

How do I get started?

Call: (212)-869-7266 or send us an email to schedule a free consultation at: Cliffordmichaels@conservativeadvice.com

Do I have to live near your office to work with you?

Not at all, we work with people in many states across the country.

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About Clifford Michaels

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033.jpgClifford Michaels, President of Institutional Investment Advisors Corp., has been assisting investors for the last twenty five years.  Mr. Michaels started his career as a Wall Street trader and worked for such firms as Citicorp Investment Bank, Salomon Brothers and AIG.  He moved into private practice advising individuals how to preserve their assets, increase their income, reduce risk and manage their money.  Mr. Michaels is a Certified Financial Planner and a Investment Advisor Representative and he holds a B.S. from Syracuse University and an MBA from the University of Pittsburgh.

Clifford has lectured widely on financial topics and has taught adult education at St. Johns University and currently teaches at Baruch College.  His interviews and articles on retirement planning and investing have appeared in many publications including Newsday, the Nassau Herald, Barrons, and the Wall Street Digest.  Clifford Michaels is a well-known financial educator and respected author in New York.  His free newsletter Senior Finances is available by contacting the author at 212-869-7266.

His experience in financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management and asset protection have helped many investors use his advice in order to help grow their assets and pay less income tax.  Consequently, he is knowledgable in the financial risks and opportunities of retirement.

Institutional Investment Advisors Corp. is a financial firm providing comprehensive financial services for investors as well as group benefits for companies.  Our services include investment management, retirement programs, annuity advice and selection, insurance and long-term planning, tax reduction, estate planning, trustee services and employee benefits planning.

 

About Us

  • Our Firm
  • Our Ethics
  • About Clifford Michaels
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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 212-869-7266
Fax: 212-656-1014
Toll Free: 800-423-8424

Email: cliffordmichaels@conservativeadvice.com

440 Park Avenue South, 3rd floor, New York, NY 10016

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

Fee Based Advisory services offered through Institutional Investment Advisors Corp., an SEC Registered Investment Advisor. Institutional Investment Advisors Corp. and Cadaret Grant & Co., Inc. are separate entities.

Institutional Investment Advisors Corp. provides advisory services in states where it is notice filed or where it qualifies for an exemption.

Clifford Michaels, CFP, is licensed to sell securities in the following states: NY, NJ, PA, CT, MD, MA, NH, FL

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