We are an independent financial planning and investment management firm focusing on accumulation, preservation and transfer of wealth for individuals, families, and businesses. Providing you with financial solutions and servicing your planning needs is the foundation of our success.
Mr. Clifford Michaels, principal of our firm, and a Certified Financial Planner, has lectured widely on financial topics and has taught finance at St. John’s University and Baruch College. He has appeared in many publications such as Barron’s, Newsday, the Wall Street Digest, Money Magazine, Smart Money, Dow Jones Newswire, and has appeared on TV55, CNN, and CNBC.
Our strength and depth of problem solving abilities are passed on to you through a variety of ways depending on your personal needs. We are committed to providing you with personal attention and an individualized plan based on your specific goals. Institutional Investment Advisors Corp. is a fee based planning firm. We have a vested interest in seeing our clients' assets grow. And we sell no internal or propietary products — every recommendation that we make has your best interest in mind. And that’s what we mean by personal. Please contact us for a complimentary no obligation consultation so we can show you the benefits of our wealth strategies and having a sound financial plan.
Let us show you how to protect your assets, reduce your liabilities, increase your retirement income, and have more financial security with the appropriate financial plan.
Our strategic alliances include Cadaret Grant & Co./Pershing LLC, Charles Schwab, many insurance companies, CPAs, Pension Actuaries, and Expert Attorneys.