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Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

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:15201, 15203, 15204, 15205, 15206

From the Business:With 46 years of experience, Manan Parikh Insurance is a trusted name in Pittsburgh, PA. Catering to the diverse insurance needs of the city's robust healthcare sector and booming small businesses, we offer an extensive range of services from Health to Small Business Insurance. We understand Pittsburgh's unique lifestyle and seasonal demands, providing tailored plans for Home, Car, and even Boat Insurance. Trust us for comprehensive coverage and peace of mind.Read more

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

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.

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Rudra Sai Wealth Management in Pittsburgh, PA

Rudra Sai Wealth Management

Retirement Insurance Planning Serving in Pittsburgh Area
  • 2.2
    Sulekha score
  • verifiedClaimed
  • translateLanguage:Telugu , Hindi +2 more

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

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.

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Vidhya Subramanian Financial Professional in Pittsburgh, PA

Vidhya Subramanian Financial Professional

Retirement Insurance Planning Serving in Pittsburgh Area
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

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 Pittsburgh, PA

Abha Dwivedi, FSS, LUTCF, Managing Director

Retirement Insurance Planning Serving in Pittsburgh Area
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:English , Hindi

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

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

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

From the Business:"Amogh Associates is an independent insurance agency. The owner of the agency Col (Ret) Virendra Tavathia has been in the business since 2003. Being an independent agency Amogh can provide a wide range of insurance products to its customers that best suit their needs. Disclosures: Virendra Singh Tavathia is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 186 Wood Ave S, Suite 301 & LL, Iselin NJ 08830. Amogh Associates is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies."Read more

Kunwar Goomer FINANCIAL PROFESSIONAL & INSURANCE AGENT in Pittsburgh, PA

Kunwar Goomer FINANCIAL PROFESSIONAL & INSURANCE AGENT

Retirement Insurance Planning Serving in Pittsburgh Area
  • 3.4
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • translateLanguage:English

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

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:15201, 15203, 15204, 15205, 15206

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

Zenith Advantage in Pittsburgh, PA

Zenith Advantage

Retirement Insurance Planning Serving in Pittsburgh Area
  • 5star4 Reviews
  • 3.9
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • scheduleBy Appointment
  • translateLanguage:English , Hindi +1 more
  • MN:20355041

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

From the Business:"At Zenith, we offer free no obligation consultation. Our objective is to understand your current and future needs.We pride ourselves in educating our clients about all the options they can take advantage of and show them how they can thrive financially, and get the peace of mind knowing that they are well prepared for life's events. Benefits and Uses of Life Insurance:- Protect the lifestyle of your children, spouse or dependents in case of death- Accumulate funds for education or retirement or to use for other expected events while you are still living- Gain flexibility to fund unexpected events, like critical illness or nursing home care- Get up to the full face amount when diagnosed with stroke, heart attack, invasive cancer and seven other health conditions.- Tax benefits such as tax-deferred growth potential on your account- Insurance benefits that are generally not subject to income tax- Plan for your retirement to receive guaranteed income- Policy guarantees offer protection to ensure you will never experience a loss in cash value- Flexible options to borrow from the cash value of your policyBenefits of using Zenith - As an independent insurance agency we can compare insurance carriers and find you the best rates. - You could be approved to have your policy underwritten without an exam.- Quick Virtual Application from the comfort of your own home.Helping customers with Industries best: Term Life, Whole Life, Index Universal Life with Living Benefits and Annuities. Ready to learn more?Contact us today and we will get to work ensuring you have a bright tomorrow."Read more

Showing 1 - 10 of 13 results

All "Retirement Insurance Planning" results in Pittsburgh, PA

Serving ZIP Codes:15201, 15203, 15204, 15205, 15206

From the Business:Meet your financial goals with Ohana Wealth Legacy, an experienced team serving Pittsburgh, PA for over 12 years. Navigating the diverse financial landscape of the Steel City, we offer personalized services from accounting and banking to estate planning and retirement. We understand the unique needs of Pittsburgh's robust healthcare, education, and tech sectors. Trust us for long-term financial planning and stability.Read more

Ratings & Reviews for Retirement Insurance Planning

perm_identityTaylor Jordan
calendar_month5 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_identityAlton Foreman
calendar_month6 months ago

Great service

perm_identityOcienya Williams
calendar_month7 months ago

Great experience! Allison was very professional and explained all aspects of this service. She is definitely our new tax preparer and would highly recommend her to others.

perm_identityAshley Robinson
calendar_month7 months ago

Service is always amazing!

perm_identityjae simmons
calendar_month7 months ago

Very professional. Easy to communicate with.

calendar_month7 months ago
perm_identityDAcqueline Shelby

Allison is the best tax preparer I had working years. Her service is very great and I will continue to come back

calendar_month7 months ago
perm_identityAshley Mboumba

AKM Financial Services was nothing but amazing to me! I sent her my tax forms, and in less than three weeks everything was completed and back to me. The process was smooth, stress-free, and very professional from start to finish. She answered all of my questions, kept me informed, and made sure everything was handled correctly. I truly appreciate her help and will definitely be going back next year. If you’re looking for someone reliable and professional to handle your taxes, I highly recommend AKM Financial Services!

calendar_month7 months ago
perm_identitysarah hulmes

Great service! Would recommend to anyone

calendar_month7 months ago
perm_identityamaya cook

very transparent and great communication

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perm_identitychris

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!

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perm_identityAlisha N.

Very good experience overall. Sarjak explained everything clearly and was helpful throughout. One minor delay with paperwork, but he handled it well.

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perm_identityThomas E.

Highly professional and trustworthy. Sarjak went above and beyond to help us close on our property quickly. I would recommend him without hesitation.

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perm_identityRina D.

Sarjak is fantastic! He listened to our needs, provided excellent options, and negotiated skillfully. We felt confident and well-supported throughout the process.

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perm_identityJason F.

Good service and clear communication. Sarjak provided valuable insights, though the process took slightly longer than expected. Overall, I’m satisfied with the outcome.

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perm_identityAarti S.

Sarjak was very helpful and professional. The process was smooth overall, though we had to follow up a couple of times for documentation. Still a great experience.

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perm_identityMichael J.

Symbiotic Brokerage Services made the process smooth and stress-free. Sarjak is very detail-oriented and truly puts his clients’ interests first. Excellent service!

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perm_identityPriyanka R.

Working with Sarjak was a great experience. He understands the market well and gives genuine advice. His team was also very efficient. Would gladly work with him again.

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perm_identityCarlos M., Sunnyvale

Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!

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perm_identityAmit S., San Jose

Needed a business loan to expand my restaurant. Banks kept rejecting me, but Manjeet connected me with a lender who said YES. His network is unmatched—will use him for all future financial needs!

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perm_identitySimran D., Milpitas

Finally, a financial advisor who speaks Punjabi! Manjeet helped my parents (who don’t speak English) navigate their mortgage with ease. His honesty and expertise made us feel secure. We’ll refer everyone to him!

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perm_identityRaj T., Fremont

I refinanced my home with Manjeet and couldn’t be happier. He found hidden fees in my old loan and got me a better deal in just 2 weeks. Speedy, professional, and truly cares about clients. 10/10!

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perm_identityPriya K., San Jose

Manjeet Singh is a lifesaver! As a first-time homebuyer, I was overwhelmed, but he explained every step clearly—from pre-approval to closing. He secured me a 3.2% rate when others offered 3.8%, saving me thousands. His patience with my 100+ questions was incredible. Highly recommend for mortgages or refinancing!

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perm_identityBonnie T, MN

I have known Shashank for at least 4 years.. he Is a trustworthy person. someone you would definitely want in your corner if you're trying to develop generational wealth. He informed me on ways to keep the majority of my life's savings! Through different strategies & insurance policies. And I got to say the strategies are ingenious it lines up with what you want as an end result or goal!

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perm_identityÇøøl Ëst Ñdîyøøh

I want to introduce Mrs Sheila Bratton and my trading experience with her to everyone on Facebook, she is the best account manager in the world i know of, she as be of help to me with my trading and managing my account without any complain. i have earn $11,000 profit with the $1,000 i invested with her in a week.

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perm_identityThomas M Barnabas

Wow, now i believe in your crypto trade, you're really amazing and wonderful, I believe it 100% Its a trustworthy and reliable platform, I was so lucky to meet an expert account manager like TAISHA CARSON. She is so reliable, trustworthy, and very honest. I was so scared of investing in bitcoin because I have heard a lot about scammers but I just had to try with TAISHA CARSON, and risk it because I wasn't stable financially and today I have realized how interesting it is to be stable financially with the help of bitcoin who is always there for the traders and I want to thank you for your help and love you've shown me when I was very poor, now you have made my life so beautiful you're the best manager I can recommend everyone to work with, thank you TAISHA CARSON.

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perm_identityPHYLISIA NISHAY PHILLIPS

I would recommend her to anyone she's helped my credit score tremendously in only 3 month timings she will get you right go see her you want regret it.!

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perm_identityYatin G., Eden Prairie, MN

Shashank is extremely knowledgeable about insurance concepts and can explain complicated concepts in easy to understand terms. He is easy to work with and good at finance. I would work with Shashank in the future if I had a need for additional personal Insurance products

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perm_identityGlen, Chaska, MN

I have known Shashank for many years. He is a caring person and will go out of his way to help others. Highly trustworthy, friendly, and easy to work with. We absolutely love working with Shashank and we completely trust him to all of our friends and family

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perm_identitySneha S., Maple Grove, MN

“I was looking for life insurance that could help me save and have some money so I could use it as retirement income. I met with many life insurance agents and looked at various products like whole life etc. but they were not meeting my needs of saving money over the long run and also providing financial security when I needed it in my older age. Shashank answered all my questions, and I am happy to have gotten what I was looking for. Great agent to work with and an awesome agency!”

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perm_identityDinkesh Patel

Best place to get batter insurance, very cooperative

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perm_identityLeela Kim

Best Financial Services in Irving US.

calendar_month
perm_identityJAY SINGH

Very professional.

calendar_month
perm_identityResham Singh

Helpful & professional services.

calendar_month
perm_identityBalwinder Singh

Excellence in providing great knowledge about your needs when it comes to insurance for all kinds of businesses. We have first hand experience with Exceed Insurance and it is best so far.

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perm_identityKavita Tewary

Looking great!

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perm_identityvikas kambhampati

Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

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perm_identityReyansh Dhiman

I never expected my parents’ first trip to the US to be so easy. They were being paranoid and kept asking me how much it would cost if they fell ill or met with an accident, but all thanks to Visitors Guru, everything was sorted out on time and they could travel with complete peace of mind.

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perm_identityJayasree Kirthi

Visitors guru is the best! Always friendly and available, thank you for taking time for answering all my questions & being patient.

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perm_identityDamodhara Jammli

Thank You, Visitors Guru for excellent service!!! They provided the best travel plans for my parents.

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perm_identitySathya Kameswaran

Congrats Vidhya

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