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Getting Started

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  2. The Client Experience
  3. Getting Started

Getting Started

What are the steps if you are interested in working with Insignia Financial Company?

 

1. If you are interested in learning more, click on the button to schedule an introductory call with us.

Introductory Call

2. Following the Introductory call, we will schedule an initial "Get Acquainted" session. During this time, we will get to know each other. We will provide information on how we may be of service to you.

3. Prior to the Get Acquainted session, we ask that you complete a short questionnaire and return it to us before we meet. You may also want to download  this Checklist that will help you gather the documents needed to analyze your financial picture so we can develop effective strategies for you. This will allow us to make the most effective use of our time together.

4. After we complete our in-person meeting, we both determine if we are a good fit to work together.

5. To learn more about what happens during the first year of our relationship, please review First Year with Insignia Financial.

We are licensed to sell Insurance Products in the following states: FL, IN, MI, OH, TX

We are registered to sell Securities in the following states: FL, GA, IN, IL, MI, NC, OH, PA, SC, TX

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Advisor.

28411 Northwestern Hwy., Suite 1300, Southfield, MI 48034 248-663-4700. Insignia Financial Company is a separate entity from Signator Investors, Inc. 

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