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Jyotsna Paul Independent Life Insurance Agent
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16 Years in Business
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Language:Punjabi , English +1 more
Neighborhoods:Downtown, Acton, Airport, Allisonville
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
Manan Parikh Insurance
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Established Since 1980
Neighborhoods:Harsimus Cove, Abbott Loop, Airport Heights, Basher
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 Wealth Management Advisor
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16 Years in Business
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Language:English , Hindi +1 more
Neighborhoods:Westgate, Abbott Loop, Airport Heights, Basher
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
Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:
Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.
Read more
AKM Financial Services
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0-5 years in Business
Neighborhoods:Sunnybrook Farms, Belltown, Cove-East Side, Downtown
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
Ratings & Reviews for Retirement Insurance Planning
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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