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65 is a Lousy Age To Find Out You Chose The Wrong Retirement Advisor.

Contact Clifford Michaels, CFP® Today!

Experience and Trust...

with the partner who shares your drive to succeed.

We help our clients accumulate and distribute wealth.

"You only have to do very few things right in your life so long as you don't do too many things wrong."

- Warren Buffet

"Financial security and independence are like a three-legged stool resting on savings, insurance and investments."

- Brian Tracy

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Our Services

Our value to you is simplifying the financial process through a modern personal approach to help you reach the freedom you desire.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Today, people are living longer than ever before, to ensure the greatest chance of an enjoyable retirement, focusing on your financial plan is vital.

 

Managing Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Investment Management 

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Comprehensive Financial Planning

A comprehensive financial plan that considers all areas of planning can be the difference between failure and success. We can provide you the leadership and guidance needed to navigate, relieving you of the burden of constant planning.

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Our Blog

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Latest Blog Posts

Planned Giving Goes Further
May 28, 2019 by Institutional Investment Advisors Corp.

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options. Before you make a commitment, be sure to check with the organization that you are interested in...

Read More
Planned Giving Goes Further
May 28, 2019 by Institutional Investment Advisors Corp.

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options. Before you make a commitment, be sure to check with the organization that you are interested in...

Read More
Planned Giving Goes Further
May 28, 2019 by Institutional Investment Advisors Corp.

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options. Before you make a commitment, be sure to check with the organization that you are interested in...

Read More

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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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