Best Life Insurance Agent & Broker in Frederick, MD

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Visam Financials in Frederick, MD

Visam Financials

location_on Serving customers in Frederick Area with professional support.
  • 6.3
    Sulekha score
  • work_history Established Since 2019
  • translateLanguage:Telugu , English

Serving ZIP Codes:20178, 21701, 21702, 21703, 21704

From the Business:With 7 years of experience, Visam Financials serves the Frederick, MD community, providing expert financial and taxation services. We understand the unique needs of Frederick's flourishing biotech industry and growing population. Our services include investment management, estate planning, tax optimization, and more, designed to secure your financial future.Read more

Hiren Patel Wealth Management Advisor in Frederick, MD

Hiren Patel Wealth Management Advisor

location_on Serving customers in Frederick Area with professional support.
  • 9
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi +1 more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

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

Vela Life Plan in Frederick, MD

Vela Life Plan

location_on Serving customers in Frederick Area with professional support.
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

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:99501, 99502, 99503, 99507, 99508

From the Business:I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less than three yearsRead more

Serving ZIP Codes:20178, 21701, 21702, 21703, 21704

From the Business:Hemnani & Company Insurance is independently owned and locally operated to handle your insurance needs. We focus on Silver Spring and offer affordable and reliable insurance choices all across Maryland, DC, and the VA metro area. We will help you find the right combination of tailored, personalized insurance coverage at just the right price to fit your needs. It offers you quality insurance coverage, a high level of professional service and a long-term relationship. As independent agents, we’ll research rates and coverage from top insurance companies to find the best insurance rates and insurance plans for you. We do the insurance shopping and comparing for you to save you time and money! We're proud to feature several fine insurance companies, including Travelers, The Hartford, Safeco, Progressive, AIC, Philadelphia Insurance Companies, and New York Life. Your policies at your fingertips - 24/7. Hemnani & Company Insurance is proud to work with many carriers which allow you to manage and update your existing policy information, as well as file claims, online any time.Read more

Kunwar Goomer FINANCIAL PROFESSIONAL & INSURANCE AGENT in Frederick, MD

Kunwar Goomer FINANCIAL PROFESSIONAL & INSURANCE AGENT

location_on Serving customers in Frederick Area with professional support.
  • 3.4
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • translateLanguage:English

Serving ZIP Codes:20178, 21701, 21702, 21703, 21704

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.If you’re focused on retirement, I can help. Together we can find the right insurance and financial solutions to help you make your dream retirement a reality.Retirement will be here before you know it. Are you ready? I can help you make the most of your time and money to potentially get you more out of retirement. Let’s get started.Read more

Serving ZIP Codes:20178, 21701, 21702, 21703, 21704

From the Business:Mohinder Kumar is a financial educator with a strong desire to help others. Mohinder proactively educates customers regarding their financial wellness journey on key topics such as investments, debt prioritization, and budgeting. Mohinder was introduced to the field of financial education by a friend and soon saw the demand in the market for financial literacy. With encouragement from his family, he launched his career and has been serving the San Francisco Bay Area for the past 10 years. In his free time, Mohinder likes to travel internationally with his family. Get in touch today to start learning about your financial future!Read more

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