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Hiren Patel Wealth Management Advisor in Detroit, MI

Hiren Patel Wealth Management Advisor

Life Insurance Serving in Detroit area
  • 9
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi +1 more

Serving ZIP Codes:26571, 39762, 48201, 48202, 48204

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:26571, 39762, 48201, 48202, 48204

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:26571, 39762, 48201, 48202, 48204

From the Business:With 7 years of experience, Visam Financials in Detroit, MI provides comprehensive financial and taxation services. Catering to the city's diverse industrial and automotive professionals, we specialize in areas like investment management, retirement planning, tax optimization, and more. We understand Detroit's unique financial environment and are here to guide you to secure financial future.Read more

Serving ZIP Codes:26571, 39762, 48201, 48202, 48204

From the Business:Serving Detroit, MI for 46 years, Manan Parikh Insurance offers a comprehensive range of insurance services. Reflecting Detroit's strong small business community and vibrant urban lifestyle, we provide everything from Small Business and Commercial Insurance to Renters, Home, and Auto Insurance. Recognizing the city's diverse needs, we also offer specialized plans like Travel, Medicare, and Event Insurance. Trust us for tailored insurance solutions.Read more

Vela Life Plan in Detroit, MI

Vela Life Plan

Life Insurance Serving in Detroit area
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:26571, 39762, 48201, 48202, 48204

From the Business:"Vela Life Plan, a Detroit-based firm with 5 years of experience, specializes in Financial & Taxation Services tailored to the city's robust auto industry professionals. Our expertise includes Investment Management, Estate & Retirement Planning, Cash Flow, and Business Entity Selection in the Motor City's vibrant economy."Read more

Serving ZIP Codes:26571, 39762, 48201, 48202, 48204

From the Business:Wealth Summit Financial, based in the industrious heartland of Detroit, MI, is your reliable partner for all financial and taxation needs. With 5 years of experience, we offer a vast array of services, from notary services and estate planning to personal tax planning and college funding. We understand Detroit's unique economic landscape and are dedicated to guiding you through life's financial journey. Our expertise in retirement planning and life insurance ensures your peace of mind in the ever-changing Motor City.Read more

Serving ZIP Codes:49221

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:26571, 39762, 48201, 48202, 48204

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:26571, 39762, 48201, 48202, 48204

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:26571, 39762, 48201, 48202, 48204

From the Business:With 15 years of experience, TAAJ Financials is Detroit's trusted partner in financial and taxation services. Catering to the needs of the Motor City's diverse business landscape, our comprehensive services range from personal tax planning to multinational accounting. We understand Detroit's unique industrial economy, offering specialized services like business entity selection and succession planning. Our dedication extends to personal finance, providing retirement planning and insurance services. Trust TAAJ Financials for all your financial needs.Read more

Showing 1 - 10 of 85 results

Ratings & Reviews for Life Insurance

perm_identityMajd Alsayed
calendar_month4 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_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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