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From the Business : I help you to make an educated decision when you need are in need of any kind of Life Insurance, 401K Rollovers, Annuities( All Kinds ) Retirement Planning, College Coaching and Will/Trusts. To know more details kindly contact me. Thank You.Winanz Financial Solutions is a trusted financial services provider dedicated to helping individuals, families, and businesses navigate the complexities of modern finance with confidence. With a client-first approach, Winanz offers a comprehensive range of services including financial planning, tax strategies, investment guidance, insurance solut...
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 : 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...
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 : 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 : Nalini Singh, An Insurance agent with Brightway Insurance Agency located in Ocoee, Florida. Nalini is licensed to write Nationwide Umbrella, Life and Business insurance policies in FL. We take pride in our business and strive to be relationship specialists giving you with the quality insurance solution for all your needs. Being protected with the best has its benefits. We take the mystery out of insurance and help you make sense of it, so you can look forward to a brighter, more secure future.
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 : I am one of the most distinguished Insurance Services in Vero Beach, FL. I specialize in Automobile Insurance, Business Insurance, Commercial Insurance, Condo Insurance, Health Insurance, Home Insurance, Liability Insurance, Life Insurance, Motorcycle Insurance, Personal Insurance, Renters Insurance, Travel Insurance, Boat Insurance, and UmbrellaWhen 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, growing your f...
From the Business : I am one of the most distinguished Insurance Services in Longwood, FL. I specialize in Life Insurance,Business Insurance,Home Insurance,Property Insurance 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.
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 : 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! To know more details kindly contact me. Thanks.
From the Business : Satyam Patel Insurance Advisor, 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 ...
From the Business : I am one of the most distinguished Insurance Services in Bartow, FL. I specialize in Automobile Insurance, Business Insurance, Commercial Insurance, Condo Insurance, Health Insurance, Home Insurance, Life Insurance, Medicare Advisors, Personal Insurance, Property Insurance, Renters Insurance, and Travel insurance 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 o...
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 : Founded by Lincoln Salmon in 1999, The Salmon Agency is a highly esteemed independent insurance agency located in Oviedo, Florida that prides itself in providing superior service to its customers and goodwill in the communities it serves. Known for their "Four Steps to Financial Security" plan, the Salmon Agency has expertise in personal, financial and business insurance coverage and provides tailored insurance solutions. The Salmon Agency stands by its promise: to provide the insurance protection you need, at a price you can afford, from a company you can trust. You never want bad ...
From the Business : Zoom Insurance is a leader in providing quality protection for hundreds of individuals, families and businesses throughout our state of Texas. Providing superior customer service and low rates along with our needs drives the success of our agency. By offering world class protection for your Auto, Home, Health, Business, and Life Insurance, 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. At Zoom Insurance our job is to assist you in identifying your needs and problems, while putting together a customi...
From the Business : As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
From the Business : Whether you're looking for life, a retirement plan, or more! And passionate about providing outstanding customer service and educating our clients on their insurance policies. Rather than pushing products or handing out quotes, will take our time to understand your situation, assess 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. When...
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.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services throug...
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! To know more details kindly contact me. Thanks.
From the Business : Hi I am Munir Khan Insurance Agent available in Lake Mary, FL. As a licensed agent with Mutual of Omaha Insurance Company (Mutual of Omaha), I pledge to be here when you need me. To listen, To offer solutions based on your needs, To be a lifetime resource for you, To help you make informed decisions year after year. I offer the following insurance services: Life Insurance, Medicare Supplement Insurance, Disability Income Insurance, Long-Term Care Insurance, Cancer, Heart Attack & Stroke Insurance, Critical Illness Insurance, Small Business Solutions, Annuities. For more details ...
From the Business : I am one of the most distinguished Insurance Services in Davenport, FL. I specialize in Automobile Insurance, Boat Insurance, Business Insurance, Commercial Insurance, Condo Insurance, Health Insurance, Home Insurance, Homeowners Insurance, Life Insurance, Personal Insurance, and Renters insurance 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 is...
From the Business : I am one of the most distinguished Insurance Services in Orlando, FL. I specialize in Automobile Insurance, Business Insurance, Commercial Insurance, Health Insurance, Home Insurance, Life Insurance, Medicare Advisors, and Personal InsuranceWhen 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, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents...
From the Business : Selective Associates Insurance is specialized to provide full service of independent insurance agency offers insurance and risk management services to business and personal clients. Our agents are experienced and offers valuable consultation to ensure that you have the best available coverage. We provide our clients with personalized service and competitive premiums with the highest professional integrity. Your expectations are our goals.
From the Business : Varsha Narotam is a Licensed Insurance Agent, specializing in Affordable Care Act (Obamacare) and Senior Benefits(Medicare). She also offers Life Insurance, both term and whole life. Other products that she offers are dental and vision plans, as well as supplemental plans such accident, hospital and critical illness plans. Call today for a free consultation.
From the Business : Associates First Insurance Agency is a full-service independent insurance broker dedicated to serving you by providing quality Florida business insurance and personal insurance at affordable rates. Whether you're looking for personal life insurance, Florida individual health insurance, Florida homeowners insurance, commercial property insurance, commercial auto insurance, general liability insurance, or other lines of insurance, Associates First Insurance Agency has the right product to help protect your assets.
From the Business : Met Life Insurance Offers Insurance Services in Orlando, OH. For further inquiries, contact Met Life Insurance phone or email.
From the Business : Haresh Trivedi is an insurance agent available in Maitland, Florida. 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 : 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 : Welcome to Lotus Insurance, we thank you for visiting our site, it is our utmost pleasure and satisfaction to serve you with all of your insurance needs. Lotus Insurance Agency was establish in 2003 in Apopka, Florida when our door was open to the public, we thank all our client for being instrumental in making our agency a success and being there with us for a decade, trust we will have many decades to come.
From the Business : I am one of the most distinguished Insurance Services in Newberry, FL. I specialize in Accident Insurance,Automobile Insurance,Business Insurance,Commercial Insurance,Commercial Truck Insurance,Health Insurance,Home Insurance,Life Insurance,Medicare Advisors,Small Business Insurance,Travel InsuranceI 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 ge...
From the Business : Narendra Naik is an insurance agent available in Jacksonville. If needing life insurance or financial services is new to you, I’m ready to help. Contact me to find out what you can do to help secure your financial future.
From the Business : Davinder Singh Insurance Agent offers Life Insurance, Health Insurance and more. We provide outstanding customer service and our focus is to deliver the right coverage at the right price. We help you to find the right insurance coverage for you and your family. Providing a superior customer service and low rates along with our needs drives the success of our organisation.
From the Business : In Brightway, we are dedicated to offer you the best insurance buying experience possible. With our extensive selection of insurance companies and policy types to choose from as well as unparalleled service after the sale, we make it easy to get the coverage you need at the price you want. Our experienced team is led by Raj Singh, FCII, CPCU, ARM, Chartered Insurance Practitioner, an agent with more than 30 years in the insurance industry. As a team, we take the time to develop a relationship with you so we really understand your needs. We can answer any questions about Home, Auto, ...
From the Business : I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in states of Florida, Georgia, California, New York and Texas. No insurance business may be conducted outside these states referenced.Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, ( Member FINRA / SIPC ) , A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of Florida. No ...
From the Business : As a proud member of the community for many years we understand the needs of our clients across Florida. Our personalized service covers many solutions for life, auto, home and business insurance.We understand that our clients have a choice in insurance, but we take great pride in educating them about risks and listening carefully to each client – big or small – whether they are shopping around for insurance or looking to save money on their current policy. Our goal is to help them purchase the insurance coverage that best meets their needs.We want all our clients to understand that...
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 : 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 : Whether you are looking to protect any of your most valuable assets. I have the best policy for you, our own and operated AAA Home & Auto package policy. In addition to our exclusive policy. I can compare your rates with six “A” Rated auto and four homeowner’s carriers. I am a full service insurance professional with more than 13 years of experience. Having a family of own shows me firsthand how important insurance is in our lives. I am looking forward to ensure safety of your family and peace of mind.
From the Business : Praveen Kumar is a Independent Insurance Adviser. He offers services for Life indurance and Investments Term. Life insurance includes Life, Whole Life, Universal Life, Index Universal Life, Accidental Death, Final Expense and Medicare Solutions etc. Investments: IRA\ Rothira, College Savings, Annuties etc. If any one need insrance agents please contact me for more information.
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 : Hi I am Krunal Patel, Agent with 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, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not...
From the Business : American International Group, Inc. (AIG), is a holding company, which through its subsidiaries, is engaged primarily in a range of insurance and insurance-related activities in the United States and abroad. AIG's four reportable segments include: General Insurance, Domestic Life Insurance & Retirement Services, Foreign Life Insurance & Retirement Services, and Financial Services. In March 2010, the Company closed the sale of a portion of its asset management business to Pacific Century Group.
From the Business : I am one of the most distinguished Insurance Services in Newberry, FL. I specialize in Automobile Insurance, Boat Insurance, Business Insurance, Commercial Insurance, Condo Insurance, Health Insurance, Home Insurance, Life Insurance, Medicare Advisors, Motorcycle Insurance, Personal Insurance, Renters Insurance, Small Business Insurance, and Travel InsuranceI 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 trai...
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 : Come find out why we are most distinguished Insurance Agency located in St Augustine and Metro Jacksonville area and serving Florida for Home, Auto, Flood, Boat, RV, Condo, Renters, Business Insurance and Workers Comp Insurance.
From the Business : Prudential Insurance Group in Jacksonville is specialized in Health Insurance, Life Insurance, Travel Insurance, Personal Insurance, Business Insurance, Home Insurance, Commercial Insurance, Automobile Insurance, Medical Insurance, Small Business Insurance and Workers Compensation. They are servicing throughout the United States and Canada. Some of the following services they are expertise are Annuities, Long-Term Care and Retirement Funding. Seshagiri Mandava is the Financial Advisor in the Prudential Insurance Group. Prudential Insurance Group is available only on weekdays from 9:...
From the Business : Aarti Parekh Insurance Advisor, I am one of the most distinguished Real Estate Agents in Orlando, FL. I specialize in Buyers Agents,Real Estate Buying/Selling Agents,Real Estate Residential Agents,Sellers Agents. 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 r...
From the Business : I am one of the most distinguished Financial & Taxation Services in Jacksonville, FL. I specialize in Estate Planning, financial advice, Planning, Insurance, long-term Care,Investments, and annuities. 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 fi...
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.!
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 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..!
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 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!
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 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.
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
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
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?
