Al Troisi
President, LPL Investment Advisor Representative,
Al Troisi, a founding partner and the President of Insight Financial, has dedicated his career to providing independent financial advice throughout the Finger Lakes region of New York and Pennsylvania. Before establishing Insight Financial in 2007, Al accumulated 24 years of experience at First Investors Corporation, where he served as a Financial Advisor, Broker, and Branch Manager. Known for his personal and client-focused approach, Al often meets clients in their homes or places of business, reminiscent of an old-fashioned doctor making house calls.
Al's expertise includes retirement planning, college planning, life insurance planning, and long-term care consulting. As a General Securities Representative and New York IAR, he excels in making complex investments understandable for his clients. Al is committed to listening to his clients, offering second opinions, and preserving their financial futures through diversification, asset management, and tailored plans. Regular reviews are a key component of his service, ensuring that clients' financial strategies remain aligned with their evolving goals.