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Value Financial Services
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15 Years in Business
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Language:English , Telugu
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
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

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:19092, 92101, 92102, 92103, 92104
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

Infinitefs LLC
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2 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.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:19092, 92101, 92102, 92103, 92104
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
Khyati Shah Agent And Financial Services Professional
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5 Years in Business
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Claimed
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:As a licensed Agent of New York Life Insurance Company 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, Long term care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. CA License 0J21689, TX 2058355, IN 3133778Read more

Satwant Singh Insurance Services
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Above 15 years in Business
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Claimed
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Open now
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Language:Punjabi , English +1 more
- 0H11256
Serving ZIP Codes:92086
From the Business:Looking for an Insurance Service, Satwant Insurance Services Statewide is the exact suit for it. They are specialized in providing Life Insurance, Home Insurance and Automobile Insurance. They are servicing at California, Oregon, Arizona, Utah and Idaho area. They are also expertise in providing Auto and Home Insurance and Customer Services. They have above 15 years of experience in providing Insurances. They are available from 8:00 AM to 7:00 PM You wouldn’t ever do it, but sometimes you think of dropping you car, home owners or property insurance because of how much it costs. Most of the people just accept the rate increases that insurance companies throw at them, but you do not have to. You can work with an independent agency to find a less expensive policy that is right for you. They own a webpage in which you can find an online tool that helps you to compare different policies within few minutes. All you have to do is just type your name and few more details regarding your home or vehicle and in a few minutes you will receive several price quotes waiting for you to review. By doing this no time wasted to go to half a dozen different sites or calling up some companies only just to find out that you are just saving a handful of money a year. Contact Satwant Singh Insurance Services for the best Insurance service.Read more

Sunil Parekh AAA Insurance Agent
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15 Years in Business
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Claimed
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Language:English
Serving ZIP Codes:91941, 91942, 91944
From the Business:I am proud to say my first insurance at 16 was AAA and that my family has always valued the importance and convenience of keeping our insurances and roadside assistance with AAA. I learned from them and personal experience about the many advantages and benefits of having AAA when it matters the most. AAA has an incredible range of coverage options and benefits and I personally value the opportunity to show you why 1 in 5 drivers in Northern California chooses AAA as their preferred carrier.Call me to review your car insurances and more. You will be glad to see how much value and coverage I can show you AND how easy I make it for you to switch to the best car insurance in Northern California here with AAA. Now in the AAA Mountain View Branch Office! 900 Miramonte Ave, Mountain View, CA 94040 - Serving the Entire Northern CA SF Bay Area, Peninsula, Surrounding Areas; California State Automobile Association 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:19092, 92101, 92102, 92103, 92104
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
Vitaliana Cunamay Insurance Agent
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0 Year in Business
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Language:English
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Vitaliana Cunamay specializes in providing comprehensive health and disability insurance for self-employed individuals and those in the gig economy. Recognizing the lack of traditional benefits, Vitaliana prioritizes robust "own-occupation" disability income and high-quality, individual health plans. She meticulously designs policies to account for fluctuating income and potential gaps in coverage. Vitaliana uses transparent financial tools to clearly show clients how protecting their ability to earn an income is their most critical investment. Her expertise delivers foundational, resilient security for the modern, independent workforce.Read more
Sonia Thomas Insurance Agent
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0 Year in Business
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Language:English
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Sonia Thomas is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Sonia strategically structures annuities to create a stable income floor, insulating clients from market volatility in their later years. She meticulously explains the contractual guarantees, including guaranteed lifetime withdrawal benefits, customizing the product to the client's longevity needs. Sonia uses clear projections to demonstrate how this strategy preserves capital while ensuring a predictable, lifelong income stream. Her partnership delivers critical financial certainty and peace of mind for retirement.Read more
Ratings & Reviews for Insurance Services
Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!
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