Al Troisi
Al Troisi
Your Goals, Our Expertise
Al Troisi is a founding partner and the President of Insight Financial. Prior to forming Insight Financial in 2007, Al worked at First Investors Corporation for 24 years as a Financial Advisor, Broker, and Branch Manager. Al formed Insight Financial to provide unbiased financial advice to clients in the Finger Lakes region of New York and Pennsylvania. His primary focus is working directly with his clientele, meeting them directly in their homes or place of business. Al is like the old fashioned doctor: he makes house calls.
Al focuses on retirement planning, college planning, life insurance planning, as well as Medicare supplement consulting and long-term care consulting. Al will listen to you, provide a second opinion, and secure your future using diversification, asset management, and a proper plan, as well as providing regular reviews.
Al Troisi, President
Contact Al Troisi
Al Troisi
Office: 800-331-8833
Cell: 315-536-6074
Email: atroisi@ae.cadaretgrant.com
Our Process
Managing Your Wealth to Support Your Life
At Insight Financial, we see you, your life, and the way you should invest from a unique perspective. Where you want to go in life - and managing the risks that can hamper your progress - is what really matters. Here are the five steps we'll take to get you there: 
(1) In Discovery we'll help clarify your goals, and arrange them by timeframe and priority. We'll explore how specific goals fit into the greater picture of your life and we'll challenge your previous investment assumptions if they only focused on your immediate financial concerns.
(2) Then we'll Assess the needs and issues surrounding each of your goals and develop a clearer perspective for what needs to be done. You'll have complete clarity regarding your risk as well as your opportunities.
(3) Together, we'll Evaluate options and select from numerous goals-based scenarios that reveal how you can ultimately use your wealth to achieve your most significant objectives.
(4) We will work within a disciplined environment to Implement a program whose elements remain consistent with your life's goals. We'll make your vision come to life.
(5) By Monitoring & Adjusting your program, we'll help you anticipate and deal with life's inevitable changes. We're prepared to help with the unexpected, and ready to recommend options for adjusting your life and wealth program to ensure that it continually supports the way you want to live.
Destination: Sound Design
Investment Process and Philosophy
When you’re in the market for a new car, some things are non-negotiable: superior construction and thoughtful design. Affordability and efficiency. Above all, reliability. Your new ride must get you where you want to go – safely and without question.
You should demand the same in your investments – reliability, quality design and construction and efficiency. Your road to retirement or other long-term goals requires an investment strategy that’s built with the long haul in mind, that strives to produce results under all conditions. You’ll find those qualities in our investment strategies.
Click Here for more information » Destination Sound Design Brochure
Destination: Your Goals
Mapping Your Journey to Managing Your Wealth
This profiling kit is designed to help you identify your investment objectives and evaluate different investment options. It will help you define important factors, including the length of time you have to invest, your tax considerations, and your ability to withstand short-term market volatility that may affect the value of your investment. Your feelings about investing and taking risks are also very important. This profiling kit will help build the base of information needed for the development of an appropriate asset allocation policy and comprehensive investment plan.
Click Here to Download Brochure » Destination: Your Goals - Brochure