Top Independent Medicare Insurance Agents and Advisors in Research Triangle

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Best Medicare Advisors in Research Triangle Area

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Nearby 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

SDK INSURANCE

SDK INSURANCE

location_on Serving the Research Triangle area
  • 5star6 Reviews
  • 7
    Sulekha score
  • work_history13 Years in Business

Nearby 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

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

Nearby 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

Harsha Premaratne Insurance Advisor

location_on Serving the Research Triangle area
  • 5star1 Review
  • 2.5
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed

Nearby Neighborhoods:South Belt / Ellington

From the Business:As a Licensed agent in New york, New Jersey, Texas, Connecticut and many more states who works with New York life, guardian, mass mutual and many more carriers i offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement Planning, managing costs for long term care , marketplace insurance ( Obamacare) and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Licensed insurance agents don’t provides tax, legal or accounting advice.Read more

Ratings & Reviews for Medicare Advisors

  • 4.6/5
  • Based on 5 reviews
perm_identityPHYLISIA NISHAY PHILLIPS
calendar_month2 yrs ago

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.!

perm_identityLinda W
calendar_month1 month ago

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.

perm_identityAnjali K
calendar_month1 month ago

Professional, patient, and detail-oriented. I had questions about Medicare supplements, and they walked me through everything step-by-step. Highly recommend SDK Insurance!

perm_identityMarcus T
calendar_month1 month ago

I moved from another agency after a friend’s referral—and I’m glad I did. SDK helped me restructure my business insurance, saving me money and reducing risk.

perm_identityDavid S
calendar_month1 month ago

Excellent service from start to finish. I needed auto and renters insurance quickly, and SDK turned it around in less than a day. Transparent, fast, and affordable.

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