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Kotta Financial Services
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10 Years in Business
Neighborhoods:140 West, 1701 North, 515 Downtown Condominium, 5401 North
From the Business:Kotta Financial Services is committed to providing comprehensive financial solutions designed to support every stage of life. Specializing in insurance, retirement planning, estate planning, and long-term care, the firm offers personalized strategies that help clients protect their assets, plan for the future, and achieve lasting financial security. With a client-first approach and a focus on education, Kotta Financial Services takes the time to understand each individual's unique goals and challenges, delivering guidance that is both thoughtful and strategic. Whether you're preparing for retirement, securing your family's future, or planning your legacy, Kotta Financial Services is here to walk with you every step of the way.Read more
Neighborhoods:Winfield on the River, 140 West, 1701 North, 515 Downtown Condominium
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
Neighborhoods:Harsimus Cove, 5401 North, Abbington Ridge, Addison Reserve
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
AKM Financial Services
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0-5 years in Business
Neighborhoods:Sunnybrook Farms, 5401 North, Abbington Ridge, Addison Reserve
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
Zenith Advantage
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5 Years in Business
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Claimed
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By Appointment
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Language:English , Hindi +1 more
- MN:20355041
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
V Guard Insurance Agency Inc. – Allstate
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20 Years in Business
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Claimed
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Closed now
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Language:English , Hindi +4 more
From the Business:Krish Parlikad Insurnace Services, 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. That’s where we come in. 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, our Agents can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. We are the exclusive agent for Allstate Insurance Co. We serve our customers in the entire state of North Carolina. We offer home, auto, business, life ,general Liability Insurance.Read more
Jyotsna Paul Independent Life Insurance Agent
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16 Years in Business
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Claimed
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Closed now
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Language:Punjabi , English +1 more
Neighborhoods:Downtown
From the Business:Jyotsna Paul is a Licensed Insurance Agent with Independent Life Insurance. Providing quality protection for hundreds of individuals, families and businesses throughout South Carolina ,California & Texas. Providing superior customer service and low rates along with our needs drives the success of our organization. By offering world class protection for your Travel, Home, Life, Long Term Care, Critical Insurance and Disability Income. We make sure that you're covered today as well as in the future so that you can focus on what is important to you and your family. Our 1st job is to assist you in identifying your needs and problems, while putting together a customized plan that's simple and easy to understand. Read more
Hiren Patel CPA, CFP®, ChFC®, RICP®, CLU®, Wealth Management Advisor
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16 Years in Business
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Claimed
Neighborhoods:Westgate
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
Ishaan Shah RICP®, CRES® ,Financial Planner & Insurance Advisor
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12 Years in Business
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Claimed
Neighborhoods:Central Business District
From the Business:Ishaan Shah Insurance Advisor, 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. That’s where we come in. 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, our Agents can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement Read more
Ratings & Reviews for Retirement Insurance Planning
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.
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!
Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!
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.!
Everything You Need to Know About Retirement Insurance Planning
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