- 408-457-1385 (Pin: 23250)
- Serving in Santa Ana, CA
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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 comp...
From the Business : I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million f...
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: Hea...
From the Business : Our mission is to serve our community so that they recognize us as leading Insurance service professionals. We will provide the best services we can render and offer the best products to meet your needs such as creating wealth for your family and providing financial security for your loved ones to celebrate life.
From the Business : As a licensed Financial Services Professional 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, managing costs for extended periods of 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...
From the Business : I enjoy helping customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. Customers reach out to me because of my training and experience in risk management, loss control, and general business operations. My leadership role in managing several small businesses has allowed me to gain insight so that I can point people in the right direction. Having been in the insurance industry for over five years, I have the knowledge and experience to help you better understand your cover...
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. 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 more details kindly contact me. Thanks!
From the Business : Dynamic Wealth and Insurance Solutions is founded to help our clients achieve, protect, grow, enjoy, distribute, and transfer their wealth in a risk-adjusted and tax efficient manner. Nikesh Parikh CFP®, J.D., LUTCF, RHU®, REBC®, ChFC® is a Second Generation Financial Professional helping clients with a myriad of goals. We understand that planning your financial future can be intimidating and we will do our very best to educate you and find the right plan or product to fit your unique situation. Our Primary and Most Important job is to help crystallize your goals and provide guidanc...
From the Business : We help our customer save good amounts of money. We offer home, health service, life insurance, investment insurance services.
From the Business : Ajay’s practiced has evolved throughout the years, but his mission has always been the same: “To help people and businesses, protect, accumulate, and transfer their wealth in a cost effective and tax efficient manner.” Ajay Parikh is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA. He specializes in the areas of insurance planning, education planning, retirement planning, business planning, and estate planning. Ajay uses many investments and financial ...
When it comes to shopping for insurance, knowing the right questions to ask can make all the difference. Insurance is a crucial part of securing your future, but navigating the world of policies, premiums, and coverage can feel overwhelming. To help you make informed decisions, here are the top questions to ask when shopping for insurance: 1. What Types of Coverage Do I Need?
In today’s uncertain world, having the right insurance coverage is more than just a financial decision—it’s peace of mind. Whether it’s health, life, auto, or home insurance, choosing the right plan ensures that you and your loved ones are protected from unexpected events. But with so many options available, finding the best insurance policy can be overwhelming. That’s where Sulekha Insurance Services comes in.
In the fast-paced world of commercial trucking, having the right insurance isn't just a legal requirement—it's your financial safety net when the unexpected happens. But with countless providers offering seemingly similar policies, how do you cut through the noise and find coverage that protects your business without breaking the bank? Let's dive into the art of comparing
We all know that accidents can happen when we least expect them. Whether it’s a minor fender bender or a more serious collision, knowing how to file a car insurance claim can save you a lot of stress and hassle. Today, we’re breaking down the steps to make the claims process as smooth as possible. Let’s dive in! 1. Stay Calm and Assess the Situation
