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Manan Parikh Insurance
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Established Since 1980
Neighborhoods:Athmar Park, Auraria, Baker, Barnum
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

Hiren Patel CPA, CFP®, ChFC®, RICP®, CLU®, Wealth Management Advisor
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16 Years in Business
Neighborhoods:Athmar Park, Auraria, Baker, Barnum
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

AKM Financial Services
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0-5 years in Business
Neighborhoods:Athmar Park, Auraria, Baker, Barnum
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

Vidhya Subramanian Financial Professional
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15 Years in Business
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Claimed
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Closed now
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

Ishaan Shah RICP®, CRES® ,Financial Planner & Insurance Advisor
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12 Years in Business
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Claimed
Neighborhoods:Central Business District
From the Business:Ishaan Shah Insurance Advisor, 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 Read more

Sunny Financial Strategies, LLC
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15 Years in Business
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Claimed
- Language:English , Hindi
From the Business: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. Thanks!Read more

Abha Dwivedi, FSS, LUTCF, Managing Director
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16 Years in Business
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Claimed
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Closed now
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Language:English , Hindi
From the Business:Hi I am Abha Dwivedi, FSS, LUTCF, Managing Director with Transamerica Agency Network, has professional opportunities for licensed agents. Transamerica Agency Network is recognized as leading providers of life insurance, savings and retirement solutions, serving millions of customers throughout the United States. As a Managing Director I am the front-line leadership of the company and mentor for our field force. I help provide guidance and innovative solutions to our agents to assist them with providing financial strategies for our clientele. I act with integrity, have high energy and boast success in mentoring, sales management and recruiting within the insurance and financial services industry. Transamerica Agency Network Career agents are employees of Transamerica Premier Life Insurance Company, and an equal opportunity employer. For more details contact me.Read more

Greg Shuey-Allstate Insurance
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5 Years in Business
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Claimed
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Closed now
- Language:English , Hindi
- Life Producer License # 17997189
From the Business:I am a Licensed Financial Professional; affiliated with so many top-notch companies like AIG, ALLIANZ, ATHENE, NORTH AMERICAN, etc. We help clients with so many things like WILL & Trust, Life Insurance with Living Benefits, Tax-Free Retirement Planning, Protect IRA/401K from Market Risk, Investments (Land, Stocks, or Oil & Gas), Guaranteed Life Time Income, etc. We Educate on HOW MONEY WORKS and bring value to our client's money. **Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program, and managing assets for future purposes. For more details kindly contact me. Thanks Read more
Ratings & Reviews for Retirement Insurance Planning
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!
Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!
I would recommend her to anyone she's helped my credit score tremendously in only 3 month timings she will get you right go see her you want regret it.!