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Hiren Patel Wealth Management Advisor in Lexington, KY

Hiren Patel Wealth Management Advisor

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

Serving ZIP Codes:40502, 40503, 40504, 40505, 40507

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:40502, 40503, 40504, 40505, 40507

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:40502, 40503, 40504, 40505, 40507

From the Business:With 46 years of experience, Manan Parikh Insurance is a trusted choice for comprehensive insurance services in Lexington, KY. Catering to a diverse city that thrives on horse racing and healthcare, we offer everything from property and health insurance to unique coverage like equine and medical practice liability insurance. Our extensive range also includes life, dental, travel, and small business insurance, meeting both personal and professional needs in the Bluegrass region.Read more

Infinitefs LLC in Lexington, KY

Infinitefs LLC

Insurance Services Serving in Lexington area
  • 9
    Sulekha score
  • work_history2 Years in Business
  • translateLanguage:English , Hindi +3 more

Serving ZIP Codes:40502, 40503, 40504, 40505, 40507

From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

Serving ZIP Codes:45801, 45805, 45807

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:40502, 40503, 40504, 40505, 40507

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:40502, 40503, 40504, 40505, 40507

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

Abha Dwivedi, FSS, LUTCF, Managing Director in Lexington, KY

Abha Dwivedi, FSS, LUTCF, Managing Director

Insurance Services Serving in Lexington area
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:English , Hindi

Serving ZIP Codes:40502, 40503, 40504, 40505, 40507

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

VISITORS GURU in Lexington, KY

VISITORS GURU

Insurance Services Serving in Lexington area
  • 5star3 Reviews
  • 3.9
    Sulekha score
  • work_history Established Since 1980
  • verifiedClaimed

Serving ZIP Codes:40502, 40503, 40504, 40505, 40507

From the Business: Visitors health insurance is highly recommended for international traveler’s, whether traveling to the USA or from the country. With years of serving our customers with service of excellence, we bring forward facilities for our customers, whether buying online or through the phone. We offer a great deal of advisory services to customers who are not sure about what to opt for. Our advice has proved worthy for many people traveling worldwide.Our customer service gives you a range of products and effective travel medical plans to choose from. We also let you compare various policies online; the details related to price, availability, conditions, and claims information are attached to the plans. Once you buy the policy, we will still be at your service.Read more

Value Financial Services in Lexington, KY

Value Financial Services

Insurance Services Serving in Lexington area
  • 2.9
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • translateLanguage:Tamil , Telugu +2 more

Serving ZIP Codes:40502, 40503, 40504, 40505, 40507

From the Business:I am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.Read more

Showing 1 - 10 of 20 results

Ratings & Reviews for Insurance Services

perm_identityMajd Alsayed
calendar_month3 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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