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Surai Financial LLC - Insurance Services
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5 Years in Business
- Language:Punjabi , Urdu
- 21220804
Neighborhoods:28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point
From the Business:Empower Your Future - Your Trusted Life Insurance Partner Are you ready to take control of your financial future and protect what matters most? At HGI, we specialize in providing personalized life insurance solutions that meet your unique needs. Whether you're securing your family’s financial stability, planning for retirement, or building a legacy, we’re here to guide you every step of the way. As a proud partner of industry-leading insurance companies like AIG, Athene, and Nationwide, we offer a wide range of products, including wills and trusts, guaranteed lifetime income, and protection from critical and chronic illnesses. Our solutions are designed to provide peace of mind and financial flexibility for every stage of life. Why Choose HGI? Trusted Expertise: Backed by a team of knowledgeable agents, we ensure tailored solutions to fit your goals. Comprehensive Products: From wealth preservation to estate planning, we provide tools like wills and trusts, guaranteed income strategies, and financial protection from life’s uncertainties. Client-Focused Approach: We prioritize your needs, offering transparency and personalized service. Strategic Solutions: Our approach focuses on minimizing risk, maximizing growth, preserving and transferring wealth, and optimizing taxes to help you achieve financial security and prosperity. At HGI, we’re not just about insurance—we’re about empowering individuals and families to achieve their dreams. With our world-class training and support, we also offer opportunities for individuals interested in becoming life insurance agents. If you’re entrepreneurial, passionate about helping others, and ready to make a difference, join our team and build a rewarding career with unlimited potential. Protect your loved ones, grow your wealth, and secure your future with HGI. Contact us today for a free consultation and discover how we can help you achieve financial peace of mind.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 CPA, CFP®, ChFC®, RICP®, CLU®, Wealth Management Advisor
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16 Years in Business
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

Namaste Insurance Services
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Established Since 2017
- Language:Punjabi , English
- CA6001662
Neighborhoods:Sobrante Park, 28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial
From the Business:Nestled in the beautiful and cozy Farrelly Pond neighborhood, in the heart of San Leandro, CA, Namaste Insurance Services, is here to offer you a wide range of personal, commercial, and specialty insurance products and services in and around California. We are a local, insurance agency that goes above and beyond to ensure that you get the right coverage at an affordable rate. Our dedicated team of experts will assess your unique needs and design a customized insurance plan that safeguards your home and valuable assets. Get a no-obligation quote today and ensure peace of mind for your cherished property. We comprehend the complexity of attaining optimal coverage to mitigate liability and losses. Hence, we stand ready to provide adept guidance throughout the process, ensuring tailored solutions for your unique needs.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
Transparent on fees, very professional. I switched life insurers after their recommendation, and I’m happy with the coverage now.
Awesome customer service by Karan very helpful, very patient, always very helpful Highly recommended !!!!
ATUL goes above and beyond to help his clients out. I had questions about my claim when my adjuster wasn’t available and ATUL stepped right up and helped guide me into knowing what to do next