Joseph Campisi, RICP®
Financial Advisor
Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Adviser Law)
I have been in the industry for over 40 years specializing in financial planning, wealth management, retirement savings and income planning, and life, health, disability, and long term care insurance.
My career began in 1978 at Phoenix Mutual Life Insurance company, where I concentrated my work in the areas of financial planning for individuals and employee benefits for business owners. I became a partner at Comprehensive Financial, a boutique financial planning firm in 1996.
I believe that the needs of the client should always be the only basis for any recommendations or services that I provide. This philosophy was carried forward as a registered representative of The Investment Center, Inc., an independent broker dealer. My affiliation with a broker dealer that is truly independent of any investment firm, bank or insurance carrier allows me to employ a holistic approach and provide unbiased advice to my clients. My aim is to become a trusted guide to my clients so that they may be likely to achieve their particular dreams and goals.
I am proud to have joined forces with Mike Breunig and Maria Avento to form Harbour Financial, where our core value will remain as always, to be truly independent, and place the interests and goals of the client first.
My office has been located in Aquebogue, NY since 2001, where I provide financial services to my clients on the East End of Long Island. In addition to my career in financial services and wealth management, I enjoy skiing, playing drums, and spending time with my wife and German Short Hair Pointer.