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Neighborhoods:Old Town, Bates, Battle Monument, Bayfront
From the Business:VEMA MORTGAGE (NMLS # 1019911) is a top-rated mortgage broker providing exceptional service and competitive rates to help individuals and families realize the dream of home ownership. With personalized guidance and a variety of mortgage options, VEMA simplifies the lending process. Ranked among the top 20 UWM brokers nationwide, VEMA has the expertise to find each customer the right financing solution.VEMA MORTGAGE (NMLS # 1019911) is a top-rated Mortgage Broker specializing in wholesale residential mortgages. We are committed to helping individuals and families realize the dream of home ownership in the US.VEMA provides:Competitive mortgage rates.Personalized customer serviceDiverse loan options for all backgrounds.VEMA offers competitive mortgage rates and personalized customer service as well as a variety of flexible mortgage packages for customers with diverse backgrounds and needs. We are ranked in the TOP 20 Brokers (for UWM) nationwide.We are licensed in the following states:AZ, CO, FL, GA, OK, MD, MN , MI, NC, NJ, PA, SC, TX, & VARead more

Hiren Patel CPA, CFP®, ChFC®, RICP®, CLU®, Wealth Management Advisor
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16 Years in Business
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
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15 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

AKM Financial Services
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0-5 years in Business
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

Manan Parikh Insurance
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Established Since 1980
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

Sunil Nagpal - Mass Mutual Carolinas
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18 Years in Business
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Claimed
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Closed now
- NC,SC,OH,MD,FL,CO,TX,VA ,NJ, IL, IN, GA ,CA#0E95418
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.Read more

Sunny Financial Strategies, LLC
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15 Years in Business
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Claimed
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Open 24hrs
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 comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. Thanks!Read more

Amogh Associates LLC
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16 Years in Business
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Claimed
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Closed now
- 1001221
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

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! Read more

From the Business:I am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.Read more

Anil Maini Retirement Planning Specialist
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15 Years in Business
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Claimed
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Closed now
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.Read more

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 Insurance, Term insurance, Long term care, Retirement planning. We do business all 50 states.Read more

Neptune Financial Services
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16 Years in Business
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Claimed
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Closed now
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

Vidhya Subramanian Financial Professional
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15 Years in Business
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Claimed
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Closed 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. Read more

Abha Dwivedi, FSS, LUTCF, Managing Director
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16 Years in Business
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Claimed
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Closed now
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 and boast success in mentoring, sales management and recruiting within the insurance and financial services industry. Transamerica Agency Network Career agents are employees of Transamerica Premier Life Insurance Company, and an equal opportunity employer. For more details contact me.Read more

SNP Insurance Group, Inc
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15 Years in Business
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Claimed
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Closed now
- 2293365
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."Read more

Ashish Joshi Life Insurance Agent
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15 Years in Business
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Claimed
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Closed 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:I am one of the most distinguished Insurance Services in Rego Park, NY. I specialize in Business Insurance,Disability Insurance,Estate Planning,Life Insurance,Personal Insurance,Retirement Insurance Planning,Long term care,Family Protection Planning, I provide my services throughout the states, please feel free to call/text for any questions. Read more

Vipul Verma Insurance Agent
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15 Years in Business
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Claimed
From the Business:Vipul Verma Insurance agent offers Auto, Home, LIFE & Business Insurance, Mutual funds and Banking Products. Serving New Brunswick, North Brunswick, East Brunswick and also Milltown, South River, Edison & South Brunswick. Kindly contact for more details.Read more
Hemant Jiwnani Insurance Agent
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5 Years in Business
From the Business:Hemant Jiwnani offers service on Auto Insurance, Life Insurance, Home and Property Insurance, Health Insurance, Banking Products, Annuities and Mutual Funds. Contact Hemant for your Insurance needs.Read more

From the Business: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, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Read more

Kantilal M Patel Insurance Agency
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16 Years in Business
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Claimed
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Closed now
- 'Licensed in all 50 states
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.Read more

Srilatha Duggi Insurance Agent - New York Life
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5 Years in Business
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Claimed
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Open 24hrs
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 solutionsRead more

AllState Insurance Chetan Wattamwar
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16 Years in Business
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Claimed
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Closed now
From the Business:As a Personal Financial Representative in Somerset, NJ, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important – your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.I’m proud to work with a company who’s been serving satisfied customers for over 70 years. I can offer quality insurance that’s affordable and provide easy access for you to contact me in person, over the phone, or through my Web site - wherever and whenever you need. Both Allstate and I know how important price and service are for a long-lasting relationship.I’m committed to helping you protect what you have today and prepare for tomorrow. I understand the importance of thinking about the “big picture” when it comes to your financial future. From life insurance to retirement, I’m committed to helping you reach your financial goals.Read more

Daksha Ganatra Financial Professional
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15 Years in Business
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Claimed
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Open 24hrs
From the Business:Helping families for their financial services needs including but not limited to Life Insurance, Retirement Lanning, Rollovers, College Planning, Long term care and moreRead more

From the Business:I am one of the most distinguished Financial & Taxation Services in Iselin, NJ. I specialize in Financial Planning.Read more

Farmers Insurance Manish Gandhi
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15 Years in Business
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Claimed
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Closed now
From the Business:As your local Farmers® agent in Englewood Cliffs, NJ, I help 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. I have the knowledge and experience to help you better understand your coverage options--whether that's auto, home, renters, business and commercial insurance and more. Read more

Ishaan Shah RICP®, CRES® ,Financial Planner & Insurance Advisor
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12 Years in Business
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Claimed
Neighborhoods:Central Business District
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 offer our clients comprehensive financial planning services, especially for clients approaching retirement Read more

Shilpa Rathi – State Farm Insurance Agent
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15 Years in Business
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Claimed
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Closed now
From the Business:It’s my passion to help and serve people with their insurance needs. I have experience with insurance industry for more than 13 years I am licensed and can help with insurance in New York, New Jersey and Pennsylvania. We try to help people with the best insurance rates and with the best company, State Farm, like a Good Neighbor I am always there to help! Email me..Read more

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 InvestmentsRead more

Farmers Insurance (Chowdhury Insurance Agency)
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15 Years in Business
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Claimed
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Closed now
From the Business:With over 10 years of insurance industry experience, I have the knowledge and skill-set to help you better understand your coverage options--whether that be for home, auto, life, business insurance and much more!Read more

Karima Panjwani Insurance Agent
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15 Years in Business
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Closed now
From the Business:Karima Panjwani Insurance Agent, I have over 5 years of experience as a Farmers Insurance agent. I help 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. I have the knowledge and experience to help you better understand your coverage options-whether that's home, renters, auto insurance and more. Stop by my office today to get started. Languages Spoken: Hindi and EnglishRead more

Synergy Insurance And Financial Services
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16 Years in Business
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Claimed
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Closed now
- 2007570
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".Read more

From the Business:UnitedHealthcare Edison Asian Resource Center in New Jersey provides one-stop shopping to help you choose from a variety of health insurance plans to meet your needs. We offer federal health insurance program for people age 65 and older and/or are disabled. We provide a comprehensive array of consumer-oriented health benefits plans and services. Our international travel medical coverage offers the comprehensive and flexible benefits you need for the worry-free trip you want. UnitedHealthcare committed to delivering the right benefits solution for your business through innovative products and services that may lead people toward better health. And the quality of the work we do is getting noticed. Recent Awards & Recognition: UnitedHealth Group was the top-ranking company in the insurance and managed care sector on Fortune’s 2015 'World’s Most Admired Companies' list. This is the fifth straight year UnitedHealth Group ranked No. 1 overall in its sector and the sixth year in a row the company has been rated No. 1 in its sector for innovation. For 25 years, a team of staff from UnitedHealthcare have been dedicated to serving the Asian community. We strive to provide accessible health plan resources to the Asian American consumers.Read more

Greg Shuey-Allstate Insurance
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5 Years in Business
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Claimed
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Closed now
- Life Producer License # 17997189
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 financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program, and managing assets for future purposes. For more details kindly contact me. Thanks Read more

From the Business:I am one of the most distinguished WFG Insurance Services in Chesterfield, NJ. I specialize in Life Insurance,College Funding,Retirement Strategies,Annuities,401(k)s, IRAs,Mutual Funds,Defined Benefit Plans,Employee BenefitsRead more

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.Read more

Zenith Advantage
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5 Years in Business
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Claimed
-
By Appointment
- MN:20355041
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 unexpected events, like critical illness or nursing home care- Get up to the full face amount when diagnosed with stroke, heart attack, invasive cancer and seven other health conditions.- Tax benefits such as tax-deferred growth potential on your account- Insurance benefits that are generally not subject to income tax- Plan for your retirement to receive guaranteed income- Policy guarantees offer protection to ensure you will never experience a loss in cash value- Flexible options to borrow from the cash value of your policyBenefits of using Zenith - As an independent insurance agency we can compare insurance carriers and find you the best rates. - You could be approved to have your policy underwritten without an exam.- Quick Virtual Application from the comfort of your own home.Helping customers with Industries best: Term Life, Whole Life, Index Universal Life with Living Benefits and Annuities. Ready to learn more?Contact us today and we will get to work ensuring you have a bright tomorrow."Read more

Kinnari Patel Insurance Agent
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5 Years in Business
-
Claimed
-
Closed now
- 18611171
From the Business:some of the qualities that life insurance agents must possess in order to be successful are as follows: client needs come first, provide excellent customer service, the agent must help the client see financial reality clearly even when the client is dead set against it, an agent must have the emotional intelligence to listen and empathize with the client on a deeper level in order understand the client's needs, high energy level, honesty and have excellent knowledge of an array of products, Read more

Sarjak Sanghavi - Symbiotic Brokerage Services
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15 Years in Business
-
Claimed
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

Financial Planning Service By Varadarajan Krishnan
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5 Years in Business
-
Claimed
-
By Appointment
From the Business:I am one of the most distinguished Insurance Services in Monmouth Junction, NJ. I specialize in Life Insurance,Personal Insurance,Retirement Insurance Planning.Read more

Emad Soliman Insurance Agent
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5 Years in Business
-
Closed now
From the Business:Emad Soliman Insurance Agent, I’m honored to work with a company who’s been serving satisfied customers for over 70 years. I can offer quality insurance that’s affordable and provide easy access for you to contact me in person, over the phone, or through my Web site - wherever and whenever you need. Both Allstate and I know how important price and service are for a long-lasting relationship. So you can look forward to a brighter, more secure future. Please call me for more details.Read more

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. Thanks.Read more

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. ThanksRead more
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The Ultimate Guide to Choosing the Right Insurance Coverage for Your Needs in Houston
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