1584 Feureisen Avenue
Independent, But Not Alone
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
I’m an independent advisor with a network of support. Whether there’s a question I can’t answer or complex planning that could use an extra hand, I have access to a community of financial professionals to assist in managing your ongoing needs.
I understand that I can’t address all of your financial concerns on my own. But what I can do is connect you with CPAs, accountants, attorneys and other professionals who I know and trust. I’ll serve as a coordinator to help address your concerns, identify who we need to contact and attend appointments alongside you.
Hi, I’m Robert, president and financial advisor of IntegraRisk. For over a decade, I’ve worked diligently to create a proactive management relationship with clients that’s built on empathy and understanding. My motivation comes from providing people with unique solutions and seeing what they can accomplish through sound financial planning.
I enjoy seeing how the financial landscape is constantly changing, and what my clients and I can do to adapt seamlessly to evolving environments. While I serve as a guide and teacher, I also enjoy being a constant learner and applying new ideas to my clients’ current or future needs.
At IntegraRisk, I help individuals and couples in a wide variety of fields including educators and school district employees, small business owners, and more. Wherever you are in life, my philosophy is that it’s never too late to start planning.
From a young age, I saw first-hand the value of cash flow and risk management. My dad owned an animal hospital. If he couldn’t take appointments because of illness or bad weather, he didn’t get paid. And when he broke his hip, I learned why income protection like disability insurance was critical for business owners like him. These are lessons I’ve kept with me throughout my career when working one-on-one with clients.
I originally earned a bachelor’s in English from Stony Brook University before going back for my MBA Finance in 2016. Today, I stay involved on the Alumni Association Board of Directors and serve as chairman on various committees. In addition, I’m a member of the Society of Financial Service Professionals local chapter.
If you ask my friends and family to sum me up in a few words, you might hear that I’m a bit sarcastic with a great sense of humor. I tend to talk quite a bit about my loving wife, Karen, our cats, organic garden, biking, and my Peloton. My family and I currently reside in Bohemia, NY and enjoy its friendly atmosphere and local access to state parks.
Now that you’ve gotten to know more about me, I look forward to learning more about you. Feel free to give me a call anytime, I’d be happy to see what I can do for you.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.