Insight Financial, Inc.
Insight Financial, Inc. (CRD# 144144) is a financial advisory firm headquartered in , . They manage $7,033,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$541,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Henry Goodstein (CRD# 6101944) is an Investment Advisor Representative working at Insight Financial, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
Jeffrey Goodstein (CRD# 1388538) is an Investment Advisor Representative working at Insight Financial, Inc. in Fuquay Varina, NC and has over 31 years of experience in the finance industry.