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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!

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Build a Stronger Financial Future

Learn about a financial asset that can help you build a stronger financial future.

Infographic: 2019 Taxes by the Numbers

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.