Family Life Insurance in Madison metro area

• - 5/5

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!

• - 5/5

Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!

• - 5/5

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!

• - 5/5

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!

• - 5/5

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!

• - 5/5

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!

• - 5/5

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.

• - 5/5

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!

• - 5/5

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.

• - 5/5

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!

• - 5/5

I have known Shashank for at least 4 years.. he Is a trustworthy person. someone you would definitely want in your corner if you're trying to develop generational wealth. He informed me on ways to keep the majority of my life's savings! Through different strategies & insurance policies. And I got to say the strategies are ingenious it lines up with what you want as an end result or goal!

• - 5/5

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!

• - 5/5

The reliable place to get the services done with peace of mind.

• - 5/5

Shashank is extremely knowledgeable about insurance concepts and can explain complicated concepts in easy to understand terms. He is easy to work with and good at finance. I would work with Shashank in the future if I had a need for additional personal Insurance products

• - 5/5

I have known Shashank for many years. He is a caring person and will go out of his way to help others. Highly trustworthy, friendly, and easy to work with. We absolutely love working with Shashank and we completely trust him to all of our friends and family

• - 5/5

“I was looking for life insurance that could help me save and have some money so I could use it as retirement income. I met with many life insurance agents and looked at various products like whole life etc. but they were not meeting my needs of saving money over the long run and also providing financial security when I needed it in my older age. Shashank answered all my questions, and I am happy to have gotten what I was looking for. Great agent to work with and an awesome agency!”