Universal Life Insurance in Glastonbury, CT

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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

Neighborhoods:Booth Apartments, Allingtown, Amity, Annex

From the Business:Universal Insurance Solutions was founded in 2006 by Ravi Natarajan, a Mechanical Engineer and a Post-Graduate Diploma in Business Administration. We are an independent agency that is contracted with all the major carriers for Health, Life, Medicare, Long Term Care, Disability, Auto, Homeowner’s Insurance, Business Liability Insurance and much more. We are licensed in the states of Massachusetts, New Hampshire, Connecticut, Rhode Island, New Jersey, Pennsylvania, Michigan, Oklahoma, Texas, Florida. As a Certified Broker with Massachusetts Health Connector Raviraj Natarajan, Universal Insurance – Massachusetts Health Connector (mahealthconnector.org) and Healthcare.gov Details for Raviraj Natarajan – Local Assistance for Health Insurance Application (healthcare.gov), we are extremely knowledgeable about all the different Health Insurance Plans available on the market, and the subsidies we can get for our customers. We work with individuals, families, small businesses and large corporations. Our agents work attentively and thoroughly, to ensure that you get matched with a policy that meets your specific needs and at a rate you can afford.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

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

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

location_on Serving the Glastonbury 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

Dhilan Shah CPA

Dhilan Shah CPA

location_on45 Glastonbury Blvd, Glastonbury, CT, United States
  • 3.4
    Sulekha score
  • work_history16 Years in Business

From the Business:I am one of the most distinguished Financial & Taxation Services in Glastonbury, CT. I specialize in Business Succession Planning, Business Tax Planning, Financial Planning, Retirement Planning, Life Insurance, and Wealth ManagementDhilan spent over 19 years in the Finance industry as a Finance Director for Travelers, a Finance Manager at Aetna, and most recently as a Financial Planner at Prudential. Dhilan specializes in Life Insurance and Investments. Dhilan also holds a CPA* designation, a Master’s Degree from the University of Mumbai, and is a Chartered Accountant from ICAI. He serves as the Vice President of the India Association of Connecticut and is on the Board of the Rocky Hill Chamber of Commerce. He currently holds his Series 7, and 66 and is Licensed to sell Life and Health Insurance. Dhilan resides in Rocky Hill, CT with his wife Trupti, and his twin sons Dr. Rushi Shah starting a residency in Anesthesia and Dr.Paras Shah completing a residency in Family Medicine. In his spare time, Dylan enjoys singing in his band, Music4U, Salsa, and Ballroom dancing as well as acting in community theater and film. I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Please contact this office for further information. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed, or recommended by MML Investors Services, LLC, or its affiliates. Member SIPC. www.sipc.com 6 Corporate Drive, Shelton,Read more

From the Business:We are in business to provide the best services to all our clients. We are accessible 24 hours 7 days a week. We have a claim satisfaction guarantee. We have trusted advisors when it comes to your personal or business insurance needs. We’re proud to serve the areas of Danbury, Brookfield, New Fairfield. Call or email me today for a personalized insurance review. Available by Appointment: Sunday, Saturday.Read more

Joseph M Kavumpurath LUTCF

Joseph M Kavumpurath LUTCF

location_on45 Glastonbury Blvd, Glastonbury, CT 06033, United States
  • 2
    Sulekha score
  • work_history16 Years in Business

From the Business:Servicing Clients with their financial needs since 1990.Specialized in Retirement Funding, College Education Funding, Estate Planning, Retirement Income Planning & Strategies, Life Insurance, Fixed and Variable Annuities, Wealth Transfer Strategies. Call for your no obligation financial need consultation today!Read more

Anand Patel

Anand Patel

location_on68 National Dr, Glastonbury, CT, USA
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:When you buy insurance through an independent agent, you get ease, choice, and advice. The ease of an insurance professional summarizing your options for you and helping you make sense of it all. The choice of many carriers so you can choose what fits you best. The advice of someone who isn't obligated to sell you one particular carrier or one particular type of insurance coverage.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 comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. Thanks!Read more

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