Trusted Insurance Agents & Brokers in Concord, NC

From the Business:Sunil Sachdeva is in the Insurance business since 1986. He has been actively helping community secure their future. SDK & Associates Insurance Company is an Independent Insurance Agency which means we represent many different companies so we can find the one that is right for you. We can shop your insurance for you instead of you having to call around. Our goal is to provide you with the insurance you want at the lowest possible price, while providing you with the highest level of customer service. Our quality companies and their low prices will earn your business today, and our outstanding customer service will keep you coming back tomorrow. We do not want to insure you for a short time; we want to insure you for a lifetime! Call us today for free quotes, or no obligation Insurance review.Read more

From the Business:As one of the most distinguished insurance service providers throughout the US, we specialize in a comprehensive range of insurance solutions tailored to meet the diverse needs of individuals and businesses. Our expertise spans: • Personal Insurance: Property, Accident, Automobile, Burial, Condo, Dental, Disability, Domestic, Homeowners, Landlord, Life, Renters, Travel, Travel Medical, Umbrella, and Visitors Insurance. • Business Insurance: Commercial, Commercial Truck, Liability, Small Business, Workers’ Compensation, and Event Insurance. • Health & Financial Protection: Health, Medicare Insurance, Medicare Advisory Services, Mortgage, and Retirement Insurance Planning. • Specialty Coverage: Flood, Home & Rental, and more. With a commitment to Growth, Trust, and Protection, we provide tailored solutions that safeguard what matters most to you. Call today if are looking to building wealth, protecting assets, and creating sustainable income streams. Read more

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

From the Business:Kotta Financial Services is committed to providing comprehensive financial solutions designed to support every stage of life. Specializing in insurance, retirement planning, estate planning, and long-term care, the firm offers personalized strategies that help clients protect their assets, plan for the future, and achieve lasting financial security. With a client-first approach and a focus on education, Kotta Financial Services takes the time to understand each individual's unique goals and challenges, delivering guidance that is both thoughtful and strategic. Whether you're preparing for retirement, securing your family's future, or planning your legacy, Kotta Financial Services is here to walk with you every step of the way.Read more

From the Business:Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.Read more

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

From the Business:I’ve gotten to know many local families as an Allstate agent in Concord. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I know what life is like here in Concord – that you choose your car and your home to fit your lifestyle and your budget. I also know how important it is to do the same when it comes to insurance. I look forward to getting to know you and helping you to find the solutions that meet your needs.Part of what I like best about my job is that I can offer customers options for a wide variety of coverage and services. You can depend on me to help you look at the big picture.Read more

From the Business:We're a group of financial planners with various backgrounds of expertise. We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Megan Financial we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too. You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time. Megan Financial has well over 30 years of financial-planning experience between it's planners. We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.Read more

From the Business:Krish Parlikad Insurnace Services, When it comes to preparing for the future it’s 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, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents 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. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. We are the exclusive agent for Allstate Insurance Co. We serve our customers in the entire state of North Carolina. We offer home, auto, business, life ,general Liability Insurance.Read more

From the Business:Jyotsna Paul is a Licensed Insurance Agent with Independent Life Insurance. Providing quality protection for hundreds of individuals, families and businesses throughout South Carolina ,California & Texas. Providing superior customer service and low rates along with our needs drives the success of our organization. By offering world class protection for your Travel, Home, Life, Long Term Care, Critical Insurance and Disability Income. We make sure that you're covered today as well as in the future so that you can focus on what is important to you and your family. Our 1st job is to assist you in identifying your needs and problems, while putting together a customized plan that's simple and easy to understand. Read more

From the Business:H.B. Sampat, your local agent for Health Markets Insurance Agency in Suwanee, GA. I serve clients in the Suwanee area. Health Markets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that’s right for you at a price that fits your budget. Health Markets Insurance Agency enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. Health Markets Insurance Agency offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, Health Markets Insurance Agency gets you the guaranteed lowest price for the insurance plans we offer. Contact an agent near Suwanee, GA today. Choosing insurance plans can be difficult. That’s why I make it easy. I’ll make the calls, compare the plans and prices, and find you the insurance plan that fits your needs. Best of all, my help is at no cost to you.Read more