Variable Universal Life Insurance in Braddock, PA

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Neighborhoods:Sunnybrook Farms, Belltown, Cove-East Side, Downtown

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

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

location_on Serving the Braddock Area
  • 5star3 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
  • CA License: 0M66577

Neighborhoods:Trevarno, Abbott Loop, Airport Heights, Basher

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 families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

Neighborhoods:Westgate, Abbott Loop, Airport Heights, Basher

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

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

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.If you’re focused on retirement, I can help. Together we can find the right insurance and financial solutions to help you make your dream retirement a reality.Retirement will be here before you know it. Are you ready? I can help you make the most of your time and money to potentially get you more out of retirement. Let’s get started.Read more

Ashish Joshi Life Insurance Agent

Ashish Joshi Life Insurance Agent

location_on Serving the Braddock Area
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now

From the Business:Ashish Joshi 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. 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. Available at Delaware Mahalakshmi Hindu Temple on Every First Saturday of the Month between 2PM-4PM for Personalized Assistance in Choosing Financial Products that Work Best for you.Read more

From the Business:"Amogh Associates is an independent insurance agency. The owner of the agency Col (Ret) Virendra Tavathia has been in the business since 2003. Being an independent agency Amogh can provide a wide range of insurance products to its customers that best suit their needs. Disclosures: Virendra Singh Tavathia is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 186 Wood Ave S, Suite 301 & LL, Iselin NJ 08830. Amogh Associates is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies."Read more

Neighborhoods:Muhlenberg School

From the Business:Sarjak Sanghavi is an Independent Life & Health Insurance Producer. As an independent producer, he is not tied to any single insurance company, hence, he provides customized advice and recommendations and a selection of the product that would fulfil the client’s needs from a wide range of insurers. All clients of his receive the most up to date advice and exposure to all products currently available. His product line consists of most major insurance carriers in the USA. If you are looking for a dedicated and knowledgeable life insurance producer who can provide tax-smart strategies, your financial value enhancement, and financial security, contact Sarjak Sanghavi today. Read more

Liberty Mutual Insurance – Atul Shah

Liberty Mutual Insurance – Atul Shah

location_on Serving the Braddock Area
  • 3.4
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • scheduleBy Appointment

From the Business:I enjoy getting to know my customers and their unique situation, needs, and personal circumstances. My goal is providing you with quality coverage at a fair price I work personally with my clients to recommend coverage levels and options customized for each life-stage. Licensed in Auto, Home, Condo, Rental, Life, Personal Liability, Umbrella, Pet, Small Business Insurance in NJ, NY & PARead more

From the Business:Neptune Financial Services (NFS) is an independent insurance broker dedicated to providing clients with the best possible solutions with products from a variety of nationally recognized companies. While providing the highest quality services and a goal of exceeding customer expectations, we maintain a professional and efficient work environment. This allows each individual as well as small business owners to achieve their financial and personal goals successfully. We pledge to honor commitments to our clients by holding ourselves to the highest ethical standards. As an independent agency, we are committed to work for our client to save more to protect their future by using "client comes first" approach and represent multiple insurance carriers to provide best suitable option at competitive offer.Read more

Vivek Sharma CFA, CIPM - Life And Disability Insurance Agent

Vivek Sharma CFA, CIPM - Life And Disability Insurance Agent

location_on Serving the Braddock Area
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleBy Appointment

From the Business:I help medium to high net-worth individuals and families by providing premium wealth management services. As a CFA charterholder, CIPM and a PhD, I love working as a fiduciary for educated healthcare and technology professionals and entrepreneurs. Services including investment management, financial planning, life insurance and fixed annuities. Offices in Plymouth Meeting and Eagleville, we cover most of the Greater Philadelphia Area and some parts of NJ and DE.Read more

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