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- Serving in Cary, NC
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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 : 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 : 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 : 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...
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 : "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 : Durga Dhimal, Our family has worked closely with Allstate for years to help people with their insurance needs – from homes to auto to boats and more. Our quality, service-oriented agency is not only owned and operated by a family, customers tell us we make them feel like family too.I’m proud to say I work with a financially sound and stable company like Allstate. They’ve been helping to protect families and their assets since 1931. Today, you can choose from more than auto and home insurance. You can also find products that can help you with your financial goals. As your Allstate ag...
From the Business : I offer an analysis of your current financial situation and help you to identify financial goals and concerns. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
From the Business : I’ve gotten to know many local families as an Allstate agent in Concord. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I know what life is like here in Concord – that you choose your car and your home to fit your lifestyle and your budget. I also know how important it is to do the same when it comes to insurance. I look forward to getting to know you and helping you to find the solutions that meet your needs.Part of what I like best about my job is that I can offer customers options for a wide variety of coverage and serv...
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 : 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 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 : 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 : Jyotsna Paul is a Licensed Insurance Agent with Independent Life Insurance. Providing quality protection for hundreds of individuals, families and businesses throughout South Carolina ,California & Texas. Providing superior customer service and low rates along with our needs drives the success of our organization. By offering world class protection for your Travel, Home, Life, Long Term Care, Critical Insurance and Disability Income. We make sure that you're covered today as well as in the future so that you can focus on what is important to you and your family. Our 1st job is t...
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...
From the Business : Ram Nimma Insurance Agency, providing full-service Insurance services. We provide Auto, Home, Commercial Lines, Life, Health, Visitors and International Students Insurance.RAM NIMMA Insurance Agency's primary goal is providing their clients with best available custom tailor insurance solutions. As an Independent agency, We are contracted with multiple reputed companies to provide quote comparison and offer the best available products to our clients.
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 : 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 : 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 : 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 a...
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 : 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 : Krish Parlikad Insurnace Services, 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 ...
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 : 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 : They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.
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 : 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 : "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 : 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 : As a Personal Financial Representative living in Morrisville for 12 years has provided over 1100 customers with an outstanding level of service. I can offer quality insurance that’s affordable and provide easy access for you to contact me in person. I’m committed to helping you get the appropriate level of protection and make it easy to do business with Allstate.
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 : 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 : I am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.
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."
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!
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.
Professional, patient, and detail-oriented. I had questions about Medicare supplements, and they walked me through everything step-by-step. Highly recommend SDK Insurance!
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.
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.
SDK Insurance gave me the most clarity I’ve ever had on health coverage. They explained each plan in simple terms and helped me choose one that fit both my needs and budget.
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!
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.
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
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.
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?
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
