- 617-299-8445 (Pin: 71624)
- Serving in Bellevue, WA
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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 CERTIFI...
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 : 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 : At Nair Insurance Agency, LLC, we are committed to protecting what matters most—your family, your assets, and your peace of mind. As an independent insurance agency, we offer personalized coverage solutions tailored to the unique needs of individuals, families, and businesses. With a strong foundation built on trust, transparency, and exceptional customer service, we take the time to understand your goals and assess your risks. Whether you're looking for auto, home, life, health, or commercial insurance, our experienced agents will guide you through the process and help you find ...
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 : Priya Tripathi is an insurance agent available in Tukwila, WA. She is working as an insurance agent in Country Financial. She offers a wide range of insurance and financial products and services including but not limited to auto, home, life, disability income, farm and long term care insurance and fixed annuities. Whether you’re growing a business or family, getting married, planning for the next stage of your life, or just dreaming big, she can help. For more details contact her."COUNTRY Financial is a group of US insurance and financial services companies with customers in 19 stat...
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 all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensiv...
From the Business : To my clients – thank you! It is spending time with and for you which keeps me passionate about my career - about LIFE. Thank you for sharing your time, your trust, your open minds, and those grateful, caring hearts! You are the BEST!To my potential clients – I appreciate your stopping by! Are you here because you want to know more about me? To be honest, I want to know more about you, too. Any first meeting is simply to share more about myself, my practice, and the companies that I am proud to be appointed to represent. AND for you to share what brought you to this site. Ge...
From the Business : I am one of the most distinguished Insurance Services in Piscataway, NJ. I specialize in Health Insurance,Life Insurance,Travel Insurance,Visitors Insurance,Personal Insurance,Business Insurance,Disability Insurance,Small Business Insurance,Workers Compensation,Liability Insurance,Retirement Insurance Planning,Medicare Advisors.
From the Business : I specialize in Life Insurance, Mortgage Protection Insurance, Retirement Planning, and Final Expense Insurance. I have over 20 years of experience in the financial industry working for various big banks and trading firms such as State Street Bank, Cantor Fitzgerald, The Intercontinental Exchange, Citi Group, and Union Bank. When preparing for the future, it’s important to work with someone with the foresight and proven experience to help you navigate life’s changes successfully. Whether you’re just starting to grow your family, planning kids college education, getting ready for ret...
From the Business : Whether you're looking for life, and retirement solutions, or more! And passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, will take our time to understand your situation, asses your risks, and help you understand the insurance options available to you. With a fully staffed office, you won't get an answering machine when you call us to speak about insurance! To know more details kindly contact me. Thanks.
From the Business : Whether you're looking for life, retirement plan, or more! And passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, will take our time to understand your situation, asses your risks, and help you understand the insurance options available to you. With a fully staffed office, you won't get an answering machine when you call us to speak about insurance! Along with expert guidance to help you achieve lifelong financial well-being. To know more details kindly contact me. Than...
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 an...
From the Business : Bharti Kamran is an Insurance Agent in New York Life. Planning your financial future can be intimidating. Happily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of New York Life Securities LLC, Seattle General Office. Bharti Kamran is a skilled and qualified professional who can help you to find your financial needs and then determine which insurance and financial products can greatest help you meet your goals.
From the Business : Inderpal Singh offers Life Insurance, Whole Life, Term Life, Universal Life, Variable Universal Life, Survivorship Life, Annuities and more. Principal of IPS Financial Services, is a Financial and Insurance Professional committed to providing individuals, families, and businesses with life insurance and financial products that meet their individual and customized needs. With the variety of life insurance and financial products we provide, we can help you meet a number of business and financial needs. Although based in Bellevue, Washington, Inderpal is licensed to offer insurance pro...
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, 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
From the Business : Puneet Duggal Financial Advisor, New York Life Insurance Company 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. A Licensed Insurance Agency. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of others customers. These testimonials are no guarantee o...
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.
From the Business : Life insurance is the foundation for building a strong financial house. I help clients to build a strong financial house by providing services related to insurance planning, long term care planning, retirement planning, college education planning and estate planning. We design financial solutions with the help of products from 50+ top rated financial institutions. You would love our customer service. Life Insurance , annuities, retirement planning from top class companies- AIG, ALLIANZ, MIDLAND NATIONAL, JOHN HANCOCK- please call me.
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 un...
From the Business : "Are you Protecting your hard earned assets for your family ? Do you know what will happen to your family and children if you pass away ? Do you have enough money for retirement if you live too long ? Do you have enough money saved for your children’s college ? We will make sure to pick the right solution/product for you from 150+ products from highest rated companies in the US. 20+ years of experienceLicensed to do business in all 50 states".
From the Business : I am a Licensed Financial Professional; affiliated with so many top-notch companies like AIG, ALLIANZ, ATHENE, NORTH AMERICAN, etc. We help clients with so many things like WILL & Trust, Life Insurance with Living Benefits, Tax-Free Retirement Planning, Protect IRA/401K from Market Risk, Investments (Land, Stocks, or Oil & Gas), Guaranteed Life Time Income, etc. We Educate on HOW MONEY WORKS and bring value to our client's money. **Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your fi...
From the Business : We are Independent Agent in Schaumburg, Illinois, serving all 50 states. free to choose the best carrier/company for your insurance needs. We work for you; We are able to offer you the best coverage at the most competitive price.
From the Business : Hi, I'm Providing insurance services like life and retirement solutions along with expert guidance to help you achieve lifelong financial well-being. 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. Thanks
From the Business : As a Licensed Agent at New York Life in Greater Seattle, WA, Greater Los Angles, CA (License # OK05033), New York, NY, and CT, I help people to make educated financial decisions. Your goal may be to fund your children’s college education, protect your business and/or your family during your working years, or guarantee your own retirement security. I am happy to assist to help you reach your financial goals.
From the Business : We are a dedicated Financial Planner specializing group in the Infinite Banking space. Our mission is to empower you to become your own bank, creating a sustainable, tax-efficient wealth-building system. Let's break free from the traditional banking mindset and build financial freedom, one dollar at a time. Stay tuned for valuable tips, strategies, and insights to unlock your financial potential. Let's make your money work for you, infinitely!
From the Business : "We are doing Insurance & Financial Services in all states. We mainly focus on Life, Home, Hotels, Gas Stations, Restaurants, Businesses, Annuities, Long Term Care & Final Expense. We are giving the opportunity to do the business if you are interested. Our vision is that the Company must continue to grow with the vision to cultivate a strong, independent agency that is lucrative, enduring and knowledgeable to serve our community. Our Core Values are Honesty, Quality, Integrity & Transparency."
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...
From the Business : Indian Nations Insurance Agency is a privately held company in Bellevue, WA and is a Single Location business. Categorized under Insurance Companies. Our records show it was established in 1999 and incorporated in Washington. Current estimates show this company has an annual revenue of 110000 and employs a staff of approximately You have a dynamic and knowledgable Marketing Pro team. They have a truly genuine sense of care and consideration for a small business. I highly recommend this service to other small business owners.”
From the Business : Welcome to Akimori Ikeda Insurance Agent. providing insurance service in Bellevue , WA. Will commonly sell one or more types of insurance, life, retirement solutions and health and long-term care insurance. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement. To know more details kindly contact me. Thanks !
From the Business : I am one of the most distinguished Insurance Services in Knoxville, TN. I specialize in Life Insurance,Business Insurance,Annuity 401K Rollovers Other Investments
From the Business : Deepa chetty 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 fi...
From the Business : I am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.
From the Business : We promise to give everyone excellent service. We can help you fully understand your insurance coverage options - whether you're looking for life, and retirement solutions, or more! We are passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, we will take our time to understand your situation, asses your risks, and help you understand the insurance options available to you. We provide the following services: Estate planning, Survivor ship, Life insurance, Universal Life In...
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.!
I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!
I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.
I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!
SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.
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.!
SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.
I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.
I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!
I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!
SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.
I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.
I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!
I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!
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.!
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!
I’ve been a client for over three years and won’t go anywhere else. The team at Nair Insurance is professional, thorough, and always goes the extra mile. I trust them completely with my family’s insurance needs
Outstanding customer service. Every time I call, I feel like I’m speaking with someone who actually cares. They helped me file a claim last month, and the whole process was smooth and quick. Thank you
After a bad experience with a previous provider, I was hesitant to switch again—but Nair Insurance exceeded my expectations. They answered all my questions and helped me save money on my health and life insurance. Great team, great service
I needed business insurance fast, and Nair Insurance Agency delivered. Their team was responsive, knowledgeable, and got me covered within a day. It’s rare to find this level of professionalism and care. Highly recommended for small business owners
Nair Insurance Agency made the entire process of switching my auto and home insurance simple and stress-free. They took the time to explain my options and found me a better rate with more coverage. I truly appreciate their honesty and personal attention
Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!
Needed a business loan to expand my restaurant. Banks kept rejecting me, but Manjeet connected me with a lender who said YES. His network is unmatched—will use him for all future financial needs!
Finally, a financial advisor who speaks Punjabi! Manjeet helped my parents (who don’t speak English) navigate their mortgage with ease. His honesty and expertise made us feel secure. We’ll refer everyone to him!
I refinanced my home with Manjeet and couldn’t be happier. He found hidden fees in my old loan and got me a better deal in just 2 weeks. Speedy, professional, and truly cares about clients. 10/10!
Manjeet Singh is a lifesaver! As a first-time homebuyer, I was overwhelmed, but he explained every step clearly—from pre-approval to closing. He secured me a 3.2% rate when others offered 3.8%, saving me thousands. His patience with my 100+ questions was incredible. Highly recommend for mortgages or refinancing!
I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.
I wholeheartedly recommend Shree Financials for securing your future and safeguarding your loved ones. Their Life and Health Insurance plans are thoughtfully designed to address key responsibilities, ensuring your family's financial stability while benefiting from tax-free growth. The 401K/IRA Rollovers stand out with unparalleled advantages, including bonuses of up to 30% and protection from market volatility. Their Will & Trust Estate Planning services provide seamless asset management and transfer, offering peace of mind. For education planning, their College Savings Planning presents a flexible, tax-free alternative to traditional 529 plans, even supporting international studies. Shree Financials empowers long-term financial success with expert strategies to reduce taxes, diversify retirement income, and achieve guaranteed wealth generation. Additionally, their Partnership Opportunities offer the chance to get trained, take charge, and reap the rewards—a comprehensive financial growth and security solution!
Highly recommend. Best service for the price and value for money. More importantly giving invaluable time to finish the process. Have Paid $4500 to the Attorney for completing legal estate planning and when i went to change the guardian again my attorney was charging me $1000 just for corrections after one year. Shree financials helped me and with the fraction the cost and more importantly life time service free and i don't need to pay anyone for changing guardian or exeutors with them. Hope this is helpful for you too.
Giri is an expert and an highly rated professional in the personal finance industry. He is also an established leader and mentor in this platform. His experience and valuable insights brings customized solutions for many individuals, families and business owners across numerous states in USA. He has helped my family in securing life and health protection plans, college savings solutions and retirement solutions. Highly recommended!
Exceptional service! Mr. Giri Lankipalle provided expert guidance on investment management and retirement planning. Their personalized approach and attention to detail exceeded my expectations. Thanks to their expertise, I feel confident about my financial future. Highly recommend!
The reliable place to get the services done with peace of mind.
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
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
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?
