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Value Financial Services
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15 Years in Business
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Language:English , Telugu
Serving ZIP Codes:95991, 95993
From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

Hiren Patel Wealth Management Advisor
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16 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:95991, 95993
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

Infinitefs LLC
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2 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:95991, 95993
From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

AKM Financial Services
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5 years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:95991, 95993
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
Mohindera Financial, Inc - Insurance Services
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15 Years in Business
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Claimed
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Closed now
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Language:Punjabi , Urdu +2 more
Serving ZIP Codes:95991, 95993
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

Value Financial Services
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5 Years in Business
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Claimed
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Language:Tamil , Telugu +2 more
Serving ZIP Codes:95991, 95993
From the Business:I am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.Read more

MoneyWise-Life LLC
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15 Years in Business
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Claimed
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Language:English , Malayalam +2 more
Serving ZIP Codes:95991, 95993
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

Namaste Insurance Services
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Established Since 2017
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Claimed
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Language:Punjabi , English +2 more
- CA6001662
Serving ZIP Codes:95903
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

Satwant Singh Insurance Services
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Above 15 years in Business
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Claimed
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Closed now
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Language:Punjabi , English +1 more
- 0H11256
Serving ZIP Codes:95903
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

Vidhya Subramanian Financial Professional
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:95991, 95993
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
Ratings & Reviews for Insurance Services
Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!
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