Leslie Troisi
Leslie Troisi
Your Goals, Our Expertise
Leslie Troisi is a founding partner and Vice President of Insight Financial. Prior to joining Insight Financial in 2008, she worked at First Investors Corporation for 23 years as a Registered Representative, Broker and Life Agent. Leslie’s primary focus is working directly with her clientele: focusing on retirement, income and life insurance planning.
Leslie moved to Keuka Park, NY, in 2007 and still travels to PA and the Southern Tier to work with clients, as well as developing new clients in the Finger Lakes region. Leslie enjoys spending time with family; drawing and sewing are favorite pastimes. Leslie also enjoys boating and traveling with her husband Al.
Leslie Troisi
Contact Leslie Troisi
Leslie Troisi
Office: 800-331-8833
Cell: 315-536-6074
Email: ltroisi@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