Insignis Financial Group LLC was founded in 2012 by Michael and Dennis O'Sullivan with a shared commitment to excellence and uniqueness in serving others. Headquartered in Melville, New York, Insignis has developed the powerful Insignis Process, a fully integrated approach designed to help clients achieve and maintain an elevated level of financial balance. This process is grounded in optimized decision-making, empowering clients to reach their financial goals more effectively and with greater confidence.

At Insignis, we believe that true financial optimization comes from a holistic view. By coordinating with all of your advisors, carriers, and providers, we eliminate the blind spots in your planning. We understand that optimized decisions cannot be made in silos; instead, we focus on the big picture. By shifting the conversation from individual products to a comprehensive process, we ensure that each financial decision contributes to your overall success.

The legacy of Dennis O'Sullivan, who passed away in July 2017, continues to inspire our work. Dennis was not only a dedicated son, husband, father, and brother, but also a passionate financial advisor who served his clients and community for over 30 years. He leaves behind a profound legacy, a standard for all financial advisors to aspire to, and a lasting impact on the industry. His memory and dedication to client success will always be a cornerstone of our work.

In the pursuit of honoring Dennis' legacy, Nicholas joined Michael at Insignis as a co-managing partner, ensuring that his commitment to clients and community continues. With over 40 years of combined experience, Insignis remains a leader in process-driven financial and investment management services. We are dedicated to helping you achieve sustained success, so you can have more, enjoy more, and leave more.

At Insignis, we don't just plan for the future; we make it remarkable.