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Hiren Patel Wealth Management Advisor in Boston, MA

Hiren Patel Wealth Management Advisor

Retirement Insurance Planning Serving in Boston area
  • 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: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

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

Serving ZIP Codes:6277

From the Business:We believe insurance should be personal, not complicated. That’s why Securenest Insurance Brokerage offers tailored solutions for business insurance and personal insurance, including home, auto, renters, and life coverage. We also provide long-term financial services such as mortgage protection and funeral expense insurance, helping you plan for today and prepare for what’s next. At Securenest Insurance Brokerage, we help protect what matters most—your business, your home, and your future. We shop multiple insurance carriers to find the best coverage at competitive rates, and we’re here to guide you every step of the way. ?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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Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions Read more

Serving ZIP Codes:1201, 1203

From the Business:Suraj Insurance Agency is a trusted insurance agency dedicated to helping individuals, families, and businesses find suitable insurance coverage for their unique needs. We provide personalized guidance and insurance solutions designed to protect what matters most, including auto, home, life, health, and business insurance. Our goal is to make the insurance process simple and convenient by helping clients understand their coverage options, compare plans, and choose protection that fits their needs and budget. With a commitment to professional service, transparency, and customer satisfaction, Suraj Insurance Agency works to provide dependable insurance guidance and ongoing support for clients at every stage.Read more

Shova K Sharma Insurance Advisor in Boston, MA

Shova K Sharma Insurance Advisor

Retirement Insurance Planning Serving in Boston area
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed

Serving ZIP Codes:01580, 01581, 01582, 1580, 1581

From the Business:Shova K Sharma, Dedicated 2017 Executive Council New York Life Agent helping families prepare for their future My process for financial strategies includes: Identifying personal and financial goals, Designing your solution, Presenting your solution, Implementing your solution, Review and Update. They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, I believe that it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.Read more

Neerab Shrestha- New York Life Insurance in Boston, MA

Neerab Shrestha- New York Life Insurance

Retirement Insurance Planning Serving in Boston area
  • 4star1 Review
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:English , Hindi

Serving ZIP Codes:01101, 01103, 01108, 01109, 01111

From the Business:Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.Read more

Vidhya Subramanian Financial Professional in Boston, MA

Vidhya Subramanian Financial Professional

Retirement Insurance Planning Serving in Boston area
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now

Serving ZIP Codes:02169, 02170, 02171, 02269, 2169

From the Business:Vidhya Subramanian is a Licensed Insurance Agent based in Edison, New Jersey. I sell insurance through New York Life Insurance. I provide more number of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully consider your needs and recommend appropriate solutions. Read more

Showing 1 - 10 of 43 results

Ratings & Reviews for Retirement Insurance Planning

perm_identitySneha Reddy
calendar_month4 weeks ago

I had a wonderful experience working with this insurance advisor. They carefully understood my financial goals, recommended suitable insurance plans, and helped me build a long term strategy for wealth protection and retirement planning. Highly recommended

perm_identityTaylor Jordan
calendar_month4 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_month

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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