“Sulekha /Trusted” indicates that the identity & information of the vendors/services, viz., name, address, contact details, business name has been verified on best effort basis, as existing, based on the documents/information furnished by the vendors/service providers. "Sulekha Trusted Stamp" are also allocated to the vendors/service providers considering user's reviews/ratings or any other criteria.
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The Sulekha Verified status confirms that a business's name, address, and contact details were accurate at the time of registration, based on submitted documents or call details. We recommend users exercise caution and conduct due diligence before using any services. Sulekha does not endorse any offerings from advertisers or service providers. For more information, please refer to our Terms and Conditions.

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

Surefinbiz Financial Services
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15 Years in Business
- Language:Telugu , English
- NPN 19454748
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more

Nearby Neighborhoods:Winfield on the River, Aberdeen, Adrian Oaks, Aladdin Towenhomes
From the Business:Sunil Sachdeva is in the Insurance business since 1986. He has been actively helping community secure their future. SDK & Associates Insurance Company is an Independent Insurance Agency which means we represent many different companies so we can find the one that is right for you. We can shop your insurance for you instead of you having to call around. Our goal is to provide you with the insurance you want at the lowest possible price, while providing you with the highest level of customer service. Our quality companies and their low prices will earn your business today, and our outstanding customer service will keep you coming back tomorrow. We do not want to insure you for a short time; we want to insure you for a lifetime! Call us today for free quotes, or no obligation Insurance review.Read more

Manan Parikh Insurance
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Established Since 1980
Nearby 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

Winanz Financial Solutions
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15 Years in Business
- Language:Tamil , English
- 2449252
Nearby Neighborhoods:South Belt / Ellington, Aberdeen, Adrian Oaks, Aladdin Towenhomes
From the Business:I help you to make an educated decision when you need are in need of any kind of Life Insurance, 401K Rollovers, Annuities( All Kinds ) Retirement Planning, College Coaching and Will/Trusts. To know more details kindly contact me. Thank You.Winanz Financial Solutions is a trusted financial services provider dedicated to helping individuals, families, and businesses navigate the complexities of modern finance with confidence. With a client-first approach, Winanz offers a comprehensive range of services including financial planning, tax strategies, investment guidance, insurance solutions, and business consulting. Whether you're looking to build wealth, manage debt, secure your future, or grow your business, Winanz delivers personalized strategies tailored to your unique goals. Backed by expertise, integrity, and a commitment to long-term success, Winanz Financial Solutions is your partner in achieving financial clarity and security.Read more

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.
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15 Years in Business
- 19414476
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServiceSM . Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Money In A Nutshell Inc is not a broker/dealer and/or an investment adviser. Money In A Nutshell Inc and Avantax are not affiliated. Read more

Manjeet Singh, Financial Service Professional
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1 Year in Business
- Lic.# 0L74119
Nearby Neighborhoods:Guadalupe River Trail, Abbott Loop, Airport Heights, Basher
From the Business:Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.Read more

Giri Lankipalle - Financial Services
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15 Years in Business
- CA License: 0M66577
Nearby Neighborhoods:Trevarno, Abbott Loop, Airport Heights, Basher
From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

AKM Financial Services
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0-5 years in Business
Nearby 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

Shree Financials LLC
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Established Since 2021
- $600-$600
- Financial services Avg - $600
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.Read more
Nearby Neighborhoods:River Walk
From the Business:H.B. Sampat, your local agent for Health Markets Insurance Agency in Suwanee, GA. I serve clients in the Suwanee area. Health Markets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that’s right for you at a price that fits your budget. Health Markets Insurance Agency enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. Health Markets Insurance Agency offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, Health Markets Insurance Agency gets you the guaranteed lowest price for the insurance plans we offer. Contact an agent near Suwanee, GA today. Choosing insurance plans can be difficult. That’s why I make it easy. I’ll make the calls, compare the plans and prices, and find you the insurance plan that fits your needs. Best of all, my help is at no cost to you.Read more
Supreme Insurance Services
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15 Years in Business
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Claimed
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Closed now
From the Business:Tushar Barot State Farm in Holly Springs is specialized in Health Insurance, Life Insurance, Business Insurance, Home Insurance, Automobile Insurance and Small Business Insurance. Tushar Barot is the Insurance Agent who holds the Tushar Barot State Farm. He is servicing at the Research Triangle area. Some of the other services Tushar Barot is well versed are Identity Protection, Leisure Vehicles Insurance, Long-Term Care and Sport Vehicles Insurance. He is providing Insurance service for more than 10 years in the Research Triangle area. His vast range of experience in the industry helps him to earn more clients along with their referrals as friends, relatives etc. Tushar Barot State Farm is available only on weekdays from 9:00 to 19:00. Protect your family and prepare for their future with the help of Tushar Barot State Farm. They also offer Banking Products, Annuities and Mutual Funds along with those Insurance services. Tushar Barot is an Insurance expert who offers products and services based on the client’s requirements and handles business in a significant way. Tushar Barot strives to earn the clients long term loyalty by providing exceptional client service while uncovering the requirements of each and every individual. Tushar Barot State Farm provides a warm, professional environment and offers smooth, efficient and logical services through all his client interactions. He behaves as a good neighbor to all his clients and makes them feel relaxed after having a meet with him. Tushar Barot also builds a good relationship with each of his clients and treats them all equally.Read more
Neptune Financial Services
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16 Years in Business
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Claimed
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Closed now
- Language:English , Hindi
From the Business:Neptune Financial Services (NFS) is an independent insurance broker dedicated to providing clients with the best possible solutions with products from a variety of nationally recognized companies. While providing the highest quality services and a goal of exceeding customer expectations, we maintain a professional and efficient work environment. This allows each individual as well as small business owners to achieve their financial and personal goals successfully. We pledge to honor commitments to our clients by holding ourselves to the highest ethical standards. As an independent agency, we are committed to work for our client to save more to protect their future by using "client comes first" approach and represent multiple insurance carriers to provide best suitable option at competitive offer.Read more
Kinnari Patel Insurance Agent
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5 Years in Business
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Claimed
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Closed now
- Language:English , Hindi
- 18611171
From the Business:some of the qualities that life insurance agents must possess in order to be successful are as follows: client needs come first, provide excellent customer service, the agent must help the client see financial reality clearly even when the client is dead set against it, an agent must have the emotional intelligence to listen and empathize with the client on a deeper level in order understand the client's needs, high energy level, honesty and have excellent knowledge of an array of products, Read more
From the Business:Ram Nimma Insurance Agency, providing full-service Insurance services. We provide Auto, Home, Commercial Lines, Life, Health, Visitors and International Students Insurance.RAM NIMMA Insurance Agency's primary goal is providing their clients with best available custom tailor insurance solutions. As an Independent agency, We are contracted with multiple reputed companies to provide quote comparison and offer the best available products to our clients.Read more
Ratings & Reviews for Life Insurance
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5/5
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Based on 1 review
Sunil and his team were incredibly helpful during my life insurance selection. They weren't pushy, just genuinely informative. Felt supported the whole way through.
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