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Presenting Our Clients With Uncommon Knowledge

With headquarters in Melville, New York, Insignis Financial Group LLC has created a unique and powerful Insignis Process™, helping clients move towards & maintain an improved level of financial balance. Our fully integrated methodology enables clients to more effectively achieve their goals through active, truly optimized decision making. 

By working with and coordinating all of your advisors, carriers and other providers, we eliminate the blind spots in your planning. Because optimized decisions cannot be made in individual silos, we put an emphasis on the big picture. At Insignis Financial, we change the conversation from product to process. 

With more than 40 years of combined experience as a process-driven leader in protection, financial and investment management services, Insignis can lead you down the path to sustained success, which will allow you to have more, enjoy more and leave more!

Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.