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Ohana Wealth Legacy
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12 Years in Business
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Language:Tamil , Arabic +7 more
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

Value Financial Services
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15 Years in Business
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Language:English , Telugu
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

Manan Parikh Insurance
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Established Since 1980
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

Hiren Patel Wealth Management Advisor
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16 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:15201, 15203, 15204, 15205, 15206
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

AKM Financial Services
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5 years in Business
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Language:English , Hindi +1 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.
Read more
Vidhya Subramanian Financial Professional
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15 Years in Business
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Claimed
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Open 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
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16 Years in Business
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Claimed
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Language: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

Amogh Associates LLC
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16 Years in Business
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Claimed
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Closed now
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Language:Urdu , Hindi +3 more
- 1001221
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
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5 Years in Business
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Claimed
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Language: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

Neptune Financial Services
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16 Years in Business
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Claimed
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Language:English , Hindi +2 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
Ratings & Reviews for Retirement Insurance Planning
Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!
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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