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Specialties
Certified Financial Advisor with over 25 years experience is your partner who shares your drive to succeed in accumulating and preserving your wealth. Clifford offers to assist people increase their income, protect their assets, reduce their liabilities, have more financial security and worry less about their money. Specializing in senior finances, retirement, annuities, IRA’s and rollovers, pension management, life insurance. Clifford will listen to your goals and create a strategy to get you their and keep you their. Being an independent advisor we have no obligation to sell proprietary products or services, we are openly selective in offering only those investment products that meet your financial objectives and goals. We offer initial complimentary financial consultations.
History
Established in 1989.
Clifford is the owner of Institutional Investment Advisors Corp an independent registered investment advisor. He was the past President of the Financial Planning Association of New York.