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Sulekha strongly recommends to its users/callers to verify all relevant details of vendors/services before availing any products/services from them. Sulekha does not implicitly or explicitly endorse any product/s or services provided by the vendors/service providers.
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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

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

Neighborhoods:West Evergreen, Adams-Normandie, Addams, Airport
From the Business:Looking for an Insurance Service, Satwant Insurance Services Statewide is the exact suit for it. They are specialized in providing Life Insurance, Home Insurance and Automobile Insurance. They are servicing at California, Oregon, Arizona, Utah and Idaho area. They are also expertise in providing Auto and Home Insurance and Customer Services. They have above 15 years of experience in providing Insurances. They are available from 8:00 AM to 7:00 PM You wouldn’t ever do it, but sometimes you think of dropping you car, home owners or property insurance because of how much it costs. Most of the people just accept the rate increases that insurance companies throw at them, but you do not have to. You can work with an independent agency to find a less expensive policy that is right for you. They own a webpage in which you can find an online tool that helps you to compare different policies within few minutes. All you have to do is just type your name and few more details regarding your home or vehicle and in a few minutes you will receive several price quotes waiting for you to review. By doing this no time wasted to go to half a dozen different sites or calling up some companies only just to find out that you are just saving a handful of money a year. Contact Satwant Singh Insurance Services for the best Insurance service.Read more

Namaste Insurance Services
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Established Since 2017
- CA6001662
Neighborhoods:Sobrante Park, Adams-Normandie, Addams, Airport
From the Business:Nestled in the beautiful and cozy Farrelly Pond neighborhood, in the heart of San Leandro, CA, Namaste Insurance Services, is here to offer you a wide range of personal, commercial, and specialty insurance products and services in and around California. We are a local, insurance agency that goes above and beyond to ensure that you get the right coverage at an affordable rate. Our dedicated team of experts will assess your unique needs and design a customized insurance plan that safeguards your home and valuable assets. Get a no-obligation quote today and ensure peace of mind for your cherished property. We comprehend the complexity of attaining optimal coverage to mitigate liability and losses. Hence, we stand ready to provide adept guidance throughout the process, ensuring tailored solutions for your unique needs.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

Mohindera Financial, Inc - Insurance Services
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15 Years in Business
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Claimed
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Closed now
From the Business:Mohinder Kumar is a financial educator with a strong desire to help others. Mohinder proactively educates customers regarding their financial wellness journey on key topics such as investments, debt prioritization, and budgeting. Mohinder was introduced to the field of financial education by a friend and soon saw the demand in the market for financial literacy. With encouragement from his family, he launched his career and has been serving the San Francisco Bay Area for the past 10 years. In his free time, Mohinder likes to travel internationally with his family. Get in touch today to start learning about your financial future!Read more

Maks 4 Max Financial Services
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15 Years in Business
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Claimed
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Open 24hrs
- 0M73215
From the Business:I am one of the most distinguished Financial & Taxation Services in Oxnard, CA. I specialize in Estate Planning, Retirement Planning, Life Insurance, College Planning, Home Mortgage, Annuity We have a team of State Life licensed professionals with expertise in understanding the clients and provide the services based on the suitability for their needs. Our Approach is Customizing the solution based on Clients' Risk Management, Accumulation Goal and Distribution goals.Read more

IR Insurance Agency
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15 Years in Business
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Claimed
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Closed now
- 01730638
- $164k-$350k
- Past Sales Avg - $241000
From the Business:At Irfan Rizvi Insurance Agency, our priority is helping our customers find the best coverage in order to protect what matters most in life. As an independent agency, we work with a wide variety of top carriers to help you find the best coverage to suit your exact situation.No matter your insurance needs, we can help you find the perfect policy to give you peace of mind without breaking the bank. Contact us for a quote today!Read more

Hassan Jadidi CLU, CHFC, MBA
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16 Years in Business
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Claimed
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By Appointment
- 0E96370
From the Business:Hassan Jadidi holds a Bachelor of Science in Accounting and a Master of Business Administration. Jadidi was involved in coaching and supporting Drexel University wresting programs as a volunteer assistant coach during years of 1999 to 2010. He worked primarily in marketing and education, with a focus on planned giving, before becoming a full-time financial representative. Jadidi is involved in providing financial education to corporations and working with cultural market business owners who need his advice to organize and transfer their wealth and businesses to new generation. He is proud to support clients at the Pacific Advisors office near San Jose in Campbell, California. Jadidi invests first in himself to provide the best value to his clients. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients. In addition to his academic degrees and meeting the base requirements for his industry, Jadidi has obtained two very important designations in the insurance and financial industry, Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®), as well as Life Underwriter Training Council Fellow (LUTCF). Jadidi's experience with accounting and auditing helps him to look deliberately into individual financial statements. His client base is diverse. Many of his clients are small business people, most of whom founded and now run their own businesses. Building secure financial futures often includes areas such as tailored income strategies, tax-reduction strategies, succession planning for business owners, life insurance planning, and effective asset allocation and coordination.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

ROY CHETTY INSURANCE SERVICES
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15 Years in Business
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Claimed
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Closed now
- OI32185
From the Business:I've been serving professionals in Silicon Valley and throughout California for more than five years. Customers tell me they enjoy my straightforward and personalized approach. They reach out to me because of my extensive training and experience in risk management, loss control, and general business operations.My leadership role in managing several small businesses has allowed me to share my experience with business owners. I work with families as they go through change. That could include sending your kids off to college or requiring renters' insurance. It could also involve homeowners' coverage to acquire properties such as new rental properties, boats, RVs, motorcycles, and more. We are also proud to offer competitive rates for Tesla, and special rates for engineers, professionals, and new business owners. Experienced Insurance Professional providing a level of service personalized to take care of your risk.Read more

Jyotsna Paul Independent Life Insurance Agent
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16 Years in Business
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Claimed
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Closed now
Neighborhoods:Downtown
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 to assist you in identifying your needs and problems, while putting together a customized plan that's simple and easy to understand. Read more

MoneyWise-Life LLC
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15 Years in Business
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Claimed
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By Appointment
From the Business:Financial Security & Investment Planning with Moneywise Life. financial advisor to get effective and affordable investment planning; Steady Retirement Income & Secure Family Protection plans, financial retirement planning. Let us do the analysis to figure out what plan is the best deal for you. A life insurance agent can uncover a plan that fits your lifestyle and budget. We will help to build your financial security. ou will find insurance plans for the entire family to help cover serious life & medical emergencies. We can help you save on college education, family emergencies, disabilities, financial retirement planning, Investment Planning, Long term care and death benefits tax-free cash accumulation through investment strategies from our varied provider network customized to suit your individual needs. Secure your family, build wealth under the astute guidance of MoneyWise-Life; we offer you a free customized Financial Need Analysis [FNA] anytime 7 days a week at your convenience. MoneyWise Life is a one-stop-shop for all your financial needs. Opportunity: Some of the wellknown carriers-North American; AIG; Nationwide; Bestow; Prudential;Athene; Alliance and many more; We also offer Commerical General Insurance; Homeowner Insurance; Automobile Insurance. At Moneywise-Life we also help build careers by offering a ‘distribution agency’ for motivated persons with an entrepreneurial mindset. A Ready-to-go System and tools will be provided at the time of registration. If you would like to earn passive income lifelong, be self enabled & help the community contact us .Read more

From the Business:As a licensed Financial Services Professional 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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. Greater Pasadena General Office - S75 801 N. Brand Blvd. Suite 1400 Penthouse Glendale, CA 91203 My California Insurance license number is 0M24819 Read more

Sunil Parekh AAA Insurance Agent
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15 Years in Business
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Claimed
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Closed now
From the Business:I am proud to say my first insurance at 16 was AAA and that my family has always valued the importance and convenience of keeping our insurances and roadside assistance with AAA. I learned from them and personal experience about the many advantages and benefits of having AAA when it matters the most. AAA has an incredible range of coverage options and benefits and I personally value the opportunity to show you why 1 in 5 drivers in Northern California chooses AAA as their preferred carrier.Call me to review your car insurances and more. You will be glad to see how much value and coverage I can show you AND how easy I make it for you to switch to the best car insurance in Northern California here with AAA. Now in the AAA Mountain View Branch Office! 900 Miramonte Ave, Mountain View, CA 94040 - Serving the Entire Northern CA SF Bay Area, Peninsula, Surrounding Areas; California State Automobile Association Read more

Sondhi Agency LLC
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16 Years in Business
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Claimed
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Closed now
From the Business:I am one of the most distinguished Insurance Services in Eatontown, NJ. I specialize in Property Insurance,Life Insurance,Personal Insurance,Business Insurance,Disability Insurance,Home Insurance,Motorcycle Insurance,Commercial Insurance,Homeowners Insurance,Automobile Insurance,Small Business Insurance,Workers Compensation,Commercial Truck Insurance,Liability Insurance,Condo Insurance,Renters Insurance,Retirement Insurance Planning,Boat Insurance.Read more

Seema Monga Insurance Agency
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16 Years in Business
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Claimed
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Closed now
- 0E30952
From the Business:As your local Farmers® agent in Fremont, CA, 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 insurance, and more. Read more

From the Business:ASI AGENCY is committed to customer excellence since 1992 and provides its customers with diversified general and specialty property and casualty insurance, risk management, and financial services such as employee benefits. We are a full-service insurance agency. We can provide you with competitive quotes for: auto, home, mobile home, boats, umbrellas, commercial auto, general liability, commercial property, inland marine, and workers compensation. We are also competitive in health insurance, group health, life, Mutual Funds and disability insurance. We are one of the largest independently owned insurance agencies in California placing over $15 million in annual premiums. Our size allows us to negotiate the best coverage and premiums among numerous insurance companies, which is what makes us unique. Read more

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.Read more
Everything You Need to Know About Insurance Services

How to File a Claim for Car Insurance
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

Smart Insurance Choices: Protecting What Matters Most
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.

The Role of Insurance Agents: Your Guide to Financial Security
In today’s unpredictable world, securing your financial future is more important than ever. Insurance agents play a critical role in this journey, acting as your trusted advisors to protect you and your loved ones from unforeseen circumstances. With their expertise and guidance, insurance agents help you navigate complex policies, ensuring you choose the right coverage tailored to your needs. Why Insurance Agents Are Essential

Understanding Home Insurance in Boston: What’s Covered and what’s not.
When it comes to protecting your home in Boston, understanding your home insurance policy is crucial. Home insurance provides financial protection against various risks, but it's important to know exactly what is covered and what isn’t. This guide will help you navigate the key aspects of home insurance in Boston, ensuring you have the right coverage for your needs.

The Ultimate Guide to Choosing the Right Insurance Coverage for Your Needs in Houston
Before diving into specific types of insurance, it’s important to understand what insurance coverage is and why it’s essential. Insurance coverage is a contract between you and an insurance provider, where you pay a premium in exchange for financial protection against potential risks. These risks could include anything from medical expenses to property damage, depending on the type of insurance.

Common Insurance Myths Debunked in Atlanta: What You Really Need to Know
Insurance can often seem like a maze of jargon and misinformation. For residents in Atlanta, navigating the world of insurance can be particularly confusing with numerous myths floating around. In this blog, we will debunk some common insurance myths and provide you with clear, accurate information to make informed decisions about your coverage. Myth 1: "I Don’t Need Insurance if I’m Young and Healthy" Reality:

Top Questions to Ask When Shopping for Insurance: Get the Best Coverage
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?

How to Compare Commercial Truck Insurance Policies Effectively
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