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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

Uncommon Knowledge for Your Life

Uncommon Knowledge for Your Life

See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.

Retirement Victory Lap

Retirement Victory Lap

A confident retirement begins with a plan.

Business Boosters: Holding on to Talent

Business Boosters: Holding on to Talent

No matter what business you’re in, once you start hiring employees, you get into the people business.