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Hiren Patel Wealth Management Advisor in Chicago, IL

Hiren Patel Wealth Management Advisor

Retirement Insurance Planning Serving in Chicago area
  • 9
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi +1 more

Serving ZIP Codes:60540, 60563, 60564, 60565, 60566

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:60540, 60563, 60564, 60565, 60566

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:60540, 60563, 60564, 60565, 60566

From the Business:With 46 years of experience, Manan Parikh Insurance is a trusted name in Naperville, IL for comprehensive insurance solutions. Catering to the diverse needs of this vibrant, growing city, we offer everything from property to health, life, and small business insurance. Focused on the unique requirements of Naperville's diverse population and dynamic business environment, we provide customized plans for personal, commercial, and Medicare insurance, among others. Our goal is to ensure your peace of mind.Read more

Serving ZIP Codes:11757

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:60187, 60189

From the Business:I am one of the most distinguished Insurance Services in Columbus, OH. I offer personalized guidance for Health Insurance, Marketplace coverage, Individual STM, Medicare Insurance, Dental/Vision, Visitor's coverage, Group Insurance, Life Insurance With an education first and pressure-free approach, I work one-on-one to simplify health insurance, explain plan differences, and assist during Open Enrollment, Special Enrollment, Turning 65 And any major life changes. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come. Read more

Serving ZIP Codes:60540, 60563, 60564, 60565, 60566

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.

Read more

Serving ZIP Codes:60540, 60563, 60564, 60565, 60566

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

Jyotsna Paul Independent Life Insurance Agent in Chicago, IL

Jyotsna Paul Independent Life Insurance Agent

Retirement Insurance Planning Serving in Chicago area
  • 5star1 Review
  • 9
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:Punjabi , English +1 more

Serving ZIP Codes:46394

From the Business:Plan Today. Protect Tomorrow. I’m Jyotsna Paul, an Independent Licensed Life Insurance Agent, serving families and businesses across South Carolina, California, and Texas. As an independent agent, I’m not tied to one company. I work for you, comparing multiple carriers to find the best coverage at the best rates—all tailored to your unique needs. Services I Provide: Life Insurance (Term, Whole, Universal), Annuities (Retirement Income Planning), Long-Term Care Coverage, Critical Illness Protection, Disability Income Insurance, Home & Travel Insurance Options. My Promise: Personal, one-on-one guidance Simple and clear explanations (no jargon!) Protection for today and the future Let’s create a plan that gives you peace of mind—so you can focus on what matters most: your family, your health, and your dreams. Call or message me today for a free, no-obligation consultation!Read more

Kinnari Patel Insurance Agent in Chicago, IL

Kinnari Patel Insurance Agent

Retirement Insurance Planning Serving in Chicago area
  • 5star9 Reviews
  • 3.9
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:English , Hindi +1 more
  • 18611171

Serving ZIP Codes:60133

From the Business:some of the qualities that life insurance agents must possess in order to be successful are as follows: client needs come first, provide excellent customer service, the agent must help the client see financial reality clearly even when the client is dead set against it, an agent must have the emotional intelligence to listen and empathize with the client on a deeper level in order understand the client's needs, high energy level, honesty and have excellent knowledge of an array of products, Read more

Allstate Insurance Patel Insurance in Chicago, IL

Allstate Insurance Patel Insurance

Retirement Insurance Planning Serving in Chicago area
  • 5star27 Reviews
  • 3.9
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • scheduleClosed now

Serving ZIP Codes:60173, 60159, 60168, 60173, 60193

From the Business:As an Allstate Agent in Schaumburg, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car, boat, and more. I’m proud to work with a company who’s been serving satisfied customers for over 80 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by A.M. Best. Quality service, strength and satisfaction - that’s something I’m glad to be a part of. When you leave my office, I hope you’ll feel confident, informed, assured and satisfied in your choices. The way you should feel.Read more

Showing 1 - 10 of 119 results

Ratings & Reviews for Retirement Insurance Planning

perm_identityMajd Alsayed
calendar_month3 weeks ago

I cannot recommend Nanda highly enough! She went absolutely above and beyond to help my family during a very long and stressful insurance process. Nanda advocated fiercely on behalf of my mother, ultimately getting her insurance approved and—crucially—backdated to the correct date. The entire process required hours of talking to representatives and resubmitting the application multiple times. Even when our family started to lose hope and thought it wouldn’t happen, Nanda never showed a moment of hesitation or discouragement. She refused to give up, kept pushing forward, and truly made the impossible happen. My mother and our entire family are incredibly grateful for her dedication, professionalism, and kindness. Thank you, Nanda!

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

Best Financial Services in Irving US.

calendar_month
perm_identityApril Aguren

We were concerned in finding life insurance for my husband because of his age that we could afford. Working with Jyotsna made the search easy. She was able to sift through many different options and help us find the best plan with the best rating at a price we could afford. Though no one likes to think about end of life, it is good to have peace of mind knowing that if something happens, our family will be financially alright.

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