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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $541,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Insight Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Henry G. Goodstein
CRD#: 6101944
Richmond, VA
90
Wealthminder
score

Henry Goodstein (CRD# 6101944) is an Investment Advisor Representative working at Insight Financial, Inc. in Richmond, VA and has over 4 years of experience in the finance industry.

2
Jeffrey R. Goodstein
CRD#: 1388538
Fuquay Varina, NC
73
Wealthminder
score

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.

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