22 BEST Insurance Agents & Brokers in Boston, MA

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Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

Hiren Patel Wealth Management Advisor in Boston, MA

Hiren Patel Wealth Management Advisor

location_on Serving customers in Boston Area with professional support.
  • 9
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi +1 more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:With 46 years of experience, Manan Parikh Insurance is a trusted name in Boston, MA for all insurance needs. Catering to the diverse requirements of this bustling university city, we provide a comprehensive range of services from property and health insurance to retirement planning. Tailored to the needs of students, professors, small businesses, and local families, we ensure optimal coverage in unpredictable New England weather and beyond.Read more

Infinitefs LLC in Boston, MA

Infinitefs LLC

location_on Serving customers in Boston Area with professional support.
  • 9
    Sulekha score
  • work_history2 Years in Business
  • translateLanguage:English , Hindi +3 more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:

At AKM Financial Services, we are not just financial experts; we are dedicated partners on your journey to financial success. With a profound commitment to integrity, professionalism, and personalized service, we offer a comprehensive suite of financial solutions to individuals and businesses alike.Our team of seasoned professionals brings years of experience and expertise to the table. We understand that financial matters can be complex, and we are here to simplify them for you. Whether it's tax planning and preparation, insurance solutions, bookkeeping, payroll management, or comprehensive financial planning, we've got you covered. What sets us apart is our unwavering dedication to our clients' financial well-being. We prioritize transparent communication, efficient processes, and responsive support. We believe that every financial decision should be informed and aligned with your unique goals.Whether you're an individual looking to secure your financial future or a business owner aiming to optimize financial operations, AKM Financial Services is your trusted partner. Let us guide you through the intricacies of finance, help you make informed decisions, and pave the way for a brighter financial future. Your success is our ultimate goal, and we are committed to achieving it together.

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Maralab Financials in Boston, MA

Maralab Financials

location_on Serving customers in Boston Area with professional support.
  • 2.9
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleOpen 24hrs
  • 17441699

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:I am one of the most distinguished Insurance Services in Piscataway, NJ. I specialize in Health Insurance,Life Insurance,Travel Insurance,Visitors Insurance,Personal Insurance,Business Insurance,Disability Insurance,Small Business Insurance,Workers Compensation,Liability Insurance,Retirement Insurance Planning,Medicare Advisors.Read more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Universal Insurance Solutions was founded in 2006 by Ravi Natarajan, a Mechanical Engineer and a Post-Graduate Diploma in Business Administration. We are an independent agency that is contracted with all the major carriers for Health, Life, Medicare, Long Term Care, Disability, Auto, Homeowner’s Insurance, Business Liability Insurance and much more. We are licensed in the states of Massachusetts, New Hampshire, Connecticut, Rhode Island, New Jersey, Pennsylvania, Michigan, Oklahoma, Texas, Florida. As a Certified Broker with Massachusetts Health Connector Raviraj Natarajan, Universal Insurance – Massachusetts Health Connector (mahealthconnector.org) and Healthcare.gov Details for Raviraj Natarajan – Local Assistance for Health Insurance Application (healthcare.gov), we are extremely knowledgeable about all the different Health Insurance Plans available on the market, and the subsidies we can get for our customers. We work with individuals, families, small businesses and large corporations. Our agents work attentively and thoroughly, to ensure that you get matched with a policy that meets your specific needs and at a rate you can afford.Read more

Rudra Sai Wealth Management in Boston, MA

Rudra Sai Wealth Management

location_on Serving customers in Boston Area with professional support.
  • 2.2
    Sulekha score
  • verifiedClaimed
  • translateLanguage:Telugu , Hindi +2 more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:

Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.

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Manjeet Singh, Financial Service Professional in Boston, MA

Manjeet Singh, Financial Service Professional

location_on Serving customers in Boston Area with professional support.
  • 5star5 Reviews
  • 3.9
    Sulekha score
  • work_history1 Year in Business
  • verifiedClaimed
  • Lic.# 0L74119

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:As a Boston-based financial service professional, Manjeet Singh leverages his year-long experience to offer comprehensive insurance services and financial planning. Catering to the needs of Boston's diverse workforce, he specializes in life and business insurance, retirement planning, and more. His expertise in tax consulting and financial statement analysis make him an exceptional ally in managing your financial future.Read more

Geetash Financial Services in Boston, MA

Geetash Financial Services

location_on Serving customers in Boston Area with professional support.
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleOpen 24hrs

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:We are a dedicated Financial Planner specializing group in the Infinite Banking space. Our mission is to empower you to become your own bank, creating a sustainable, tax-efficient wealth-building system. Let's break free from the traditional banking mindset and build financial freedom, one dollar at a time. Stay tuned for valuable tips, strategies, and insights to unlock your financial potential. Let's make your money work for you, infinitely! Read more

Showing 1 - 10 of 19 results

Ratings & Reviews for Insurance Services

perm_identityTaylor Jordan
calendar_month2 months ago

Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!

perm_identitychris
calendar_month12 months ago

Manan is a rock star! I was lucky to come across his services when purchasing a new home. He quoted me the lowest rate by a wide margin, and with great coverage! Impressed with the first policy, I asked him to review my rental property’s policy as well. He managed to get me more coverage for about half the cost I was previously paying. He’s responsive, fast, and an absolute pleasure to work with. Couldn’t recommend him more highly!

perm_identityLeela Kim
calendar_month

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