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    Intelisano & Associates

    5.0 (3 reviews)
    Closed 9:00 am - 6:00 pm

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    Services - Intelisano & Associates

    Life insurance

    Homeowner or property

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    6 years ago

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    Allegiance Financial Group - Business Insurance

    Allegiance Financial Group

    (3 reviews)

    Forest Hills

    I've been a customer of Allegiance for almost two years. It's been smooth sailing since day one…read more Adam and his team was able to provide us with multiple insurance options for our commercial properties and expertly advised us through which he'd recommend and why. Recently we had an issue, when our bank mistakenly forced placed insurance on our commercial mortgage for mechanical breakdown policy, for no logical reason. Allegiance not only notified us, proactively worked on our behalf to clarify the issue and get back our monies from being overcharged. I can't say enough good things about the customer service and support. The team is prompt, educated on various products, and committed to needs of their clients. I would highly recommend using them to anyone. Wish I moved my business here sooner!

    I was shopping for insurance for my investment properties, home/ auto and called few…read moreagencies/brokers. I was not satisfied with any quotes I was provided until I called Allegiance. Allegience was fast and quick to provide me with quotes from different insurance carriers on the same day and explained every coverage in details. They got me excellent bundled coverage for my home and auto from one carrier, and another great dwelling coverage for my rentals from a diffrent one. They will not try to convince you to get extra coverage that you won't need, like other insurance agents. It was a smooth and easy process doing business with them.Highly recommend their service.

    Your Financial Spectacles - Smarter Tax Strategies. Stronger Protection. Lasting Wealth.

    Your Financial Spectacles

    (1 review)

    Forest Hills

    Aside from Helen acquiring her CPA life and annuity license in NY and CT, she has an MBA in…read moreinternational finance, an MS in Public Accounting and 20 years of banking experience, but above all else, she is a great listener. We discussed my personal financial goals for the near and distant future and with her insight she was able to pinpoint what I needed to do in order to put my plans into action. Helen showed me how I could offset my income taxes with my expenses, and having previously worked with a multitude of tax professionals, I found her business acumen far more valuable and easier to understand. I would highly recommend Helen and her team of financial experts to help you make the most of your money!!

    From the owner: Accounting, Tax Preparation/Planning & Life Insurance…read more We protect assets, plan for college and retirement with life insurance solutions. We enable individuals, families, and business owners to reduce taxes, protect assets and lifestyles, and build lasting wealth. With a trusted network of CPAs, tax and estate attorneys, former IRS agents, investment bankers, and licensed life insurance and annuity professionals, we provide personalized financial strategies tailored for each client. We specialize in Tax Preparation, Tax Compliance & Tax Planning by offering Income Tax Mitigation; Capital Gains Tax Mitigation & Estate Tax Mitigation solutions, Estate Planning, & Bookkeeping Services. For Estate Tax Mitigation solutions, we are New York State Estate Cliff Tax Mitigation Specialists. We have a network that makes us unique to offer third-party loans to allow high net worth clients to secure substantial life insurance coverage with minimal out-of-pocket expense, enabling them to preserve their capital and maintain cash flow for other priorities. We protect assets, plan for college and retirement with life insurance solutions.

    Intelisano & Associates - lifeinsurance - Updated August 2026

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