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Hiren Patel Wealth Management Advisor in Seattle, WA

Hiren Patel Wealth Management Advisor

location_on Serving customers in Seattle Area with professional support.
  • 9
    Sulekha score
  • work_history16 Years in Business

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

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

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

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

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

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

Infinitefs LLC in Seattle, WA

Infinitefs LLC

location_on Serving customers in Seattle Area with professional support.
  • 9
    Sulekha score
  • work_history2 Years in Business

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

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

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

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.

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Harjit Singh in Seattle, WA

Harjit Singh

location_on Serving customers in Seattle Area with professional support.
  • 1.5
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:98055, 98056, 98057, 98058, 98059

From the Business: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 you better understand your coverage options--whether you're a small business owner, in the service industry, renting an apartment, a homeowner, new to the city, or more. For all of life's milestones, we're here for you, your family, and your business. For more details kindly contact us. Thanks!Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Key Insurance provides a broad range of insurance products for both personal and business needs. Recognized as specialists in providing insurance protection for businesses in the transportation industries, Key Insurance serves transportation industry groups such as taxi, limousine, town car/black car, towing, trucking’s, ambulance, courier, and “for hire” and other companies with heavy “wheels” exposures. Key Insurance is unique in that Manjit Singh, co-owner of Key Insurance, is one of the only properties - casualty insurance brokers serving the Indian community in the Northwest. Active in many Indian community groups, Manjit Singh serves this communities' business and personal insurance needs. Key Insurance has a combined insurance experience of over 60 years assuring clients that insurance protection and risk management alternatives will accurately provide the right protection. Always concerned about the use of the clients' insurance dollar, Key Insurance works diligently to provide the best possible protection at the lowest possible cost.Read more

Path Insurance Solutions in Seattle, WA

Path Insurance Solutions

location_on Serving customers in Seattle Area with professional support.
  • 3.4
    Sulekha score
  • work_history6 Years in Business

Serving ZIP Codes:98052, 98053, 98073

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

Kiran Sharma Insurance Advisor in Seattle, WA

Kiran Sharma Insurance Advisor

location_on Serving customers in Seattle Area with professional support.
  • 5star1 Review
  • 1.5
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:98201, 98203, 98204, 98208, 98213

From the Business:kiran sharma Insurance Advisor, 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

Charlene Thomasson Insurance Agent in Seattle, WA

Charlene Thomasson Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Charlene Thomasson focuses on consolidating and optimizing personal insurance portfolios—home, auto, and umbrella—to maximize efficiency and cost savings for busy professionals. Charlene’s core value is simplicity, leveraging multi-policy discounts and centralized digital management. She conducts systematic annual reviews focused on optimizing deductibles and ensuring liability limits are aligned with the client’s current net worth. Charlene ensures every aspect of the client's personal risk is covered under one integrated, resilient financial shield, managed with exceptional ease.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Insurance Services in Seattle, WA. I specialize in Automobile Insurance,Boat Insurance,Business Insurance,Car Insurance,Commercial Insurance,Commercial Truck Insurance,Condo Insurance,Flood Insurance,Home & Rental Insurance,Home Insurance,Homeowners Insurance,Landlord Insurance,Liability Insurance,Medicare Insurance,Motorcycle Insurance,Personal Insurance,Renters Insurance,Retirement Insurance Planning,Travel Insurance,Umbrella InsuranceRead more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:I am one of the most distinguished Insurance Services in Seattle, WA. I specialize in Automobile Insurance, Boat Insurance, Business Insurance, Health Insurance, Home Insurance, Homeowners Insurance, Life Insurance, Personal Insurance, and Travel InsuranceI enjoy helping customers like you identify the coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. Customers contact 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 to point people in the right direction. Having been in the insurance industry for over five years, I have the knowledge and experience to help you better understand your coverage options--whether you're a small business owner, in the service industry, renting an apartment, a homeowner, new to the city, or more. For all of life's milestones, we're here for you, your family, and your business. For more details kindly contact us.Read more

Agency 1 Insurance in Seattle, WA

Agency 1 Insurance

location_on Serving customers in Seattle Area with professional support.
  • 2.7
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:98030, 98031, 98032, 98042, 98089

From the Business:Agency 1 Insurance provides a broad range of insurance products for both personal and business needs. Recognized as specialists in providing insurance protection for businesses in the transportation industries, Agency 1 Insurance serves transportation industry groups such as taxi, trucking long haul, short haul, limousine, towncar/black car, towing, truckings, commercial buildings, ambulance, courier, and "for hire" and other companies with heavy "wheels" exposures. Agency 1 Insurance has a combined insurance assuring clients that insurance protection and risk management alternatives will accurately provide the right protection. Always concerned about the use of the clients' insurance dollar, Agency 1 Insurance works diligently to provide the best possible protection at the lowest possible cost. Businesses just like yours choose Agency 1 insurance because we understand your commercial auto insurance needs, making us one of the largest providers of commercial auto insurance in the United States.Read more

Farhana Khan Insurance Agent in Seattle, WA

Farhana Khan Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 2.9
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

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

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Palta Insurance Group provides solutions for all types of coverage. We offer auto insurance, home insurance, flood insurance, earthquake insurance, worker compensation, and many more. We are experts in trucking insurance providing all sorts of coverage for truckers. We handle all types of trucking accounts, from small fleets to large fleets, and provide ease of filing claims with our best-in-class service. I am one of the most distinguished Insurance Services in Seattle, WA. I specialize in Accident Insurance, Automobile Insurance, Boat Insurance, Business Insurance, Car Insurance, Commercial Insurance, Event Insurance, Home Insurance, Life Insurance, Personal Insurance, Property Insurance.Read more

Monalisa Parayno Agency in Seattle, WA

Monalisa Parayno Agency

location_on Serving customers in Seattle Area with professional support.
  • 2.9
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:98003, 98023, 98093

From the Business:Monalisa Parayno Agency offers Auto, Home, Life, Motorcycle, Boats and Commercial Insurance. I believe in keeping you informed of ways to protect what''s important to you. Whether you''re looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. One of my greatest passions is helping people and sharing my knowledge. I am here to help protect families and people with life''s unexpected events. For more details about our insurance services contact me.Read more

Ashraf (M) S Khan Insurance Agent in Seattle, WA

Ashraf (M) S Khan Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 1.7
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:We provide insurance, investment, 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. For more details kindly contact us. Thanks !Read more

Serving ZIP Codes:98001, 98002, 98092

From the Business:Charanjit Singh Insurance Advisor, 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. Read more

Sarba Singh Agency in Seattle, WA

Sarba Singh Agency

location_on Serving customers in Seattle Area with professional support.
  • 1.7
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Sarba Singh Agency Provides Auto Insurance, Home Insurance, Life Insurance, Business Insurance and more. Offering quality protection for hundreds of individuals, families and businesses throughout our area of Seattle, WA. Providing superior customer service and low rates along with our needs drives the success of our organization. Read more

Anita Rohila Insurance Agent in Seattle, WA

Anita Rohila Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 1.5
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

From the Business: Whether you're looking for life, and retirement solutions, 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.Read more

Sarah Williams Insurance Agent in Seattle, WA

Sarah Williams Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 5star4 Reviews
  • 3.4
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:98033, 98034, 98083, 98084

From the Business:As an Allstate agent in Kirkland, I've gotten to know a lot of local families. I enjoy being a part of the community, and building relationships are one of the best parts of my job. I know what life is like in Kirkland that we choose cars, homes, boats and more to fit our lifestyle and budget. I also know how important it is to do the same when it comes to protecting them. I look forward to getting to know you and helping you find the solutions that meet your needs.Read more

Harmohan Dhaliwal Insurance Agent in Seattle, WA

Harmohan Dhaliwal Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 1.5
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:98030, 98031, 98032, 98042, 98089

From the Business:Mohan Dhaliwal is an independent insurance agent with Singh Insurance agency based in Kent, Washington. He is licensed to write Auto, Home, Life, Health, and Renters insurance policies in Washington. He know Hindi, Punjabi, and English. If anyone need insurance services contact him for more information.Read more

Hiram (H) C Foreman Insurance Agent in Seattle, WA

Hiram (H) C Foreman Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 1.7
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:We commonly sell one or more types of insurance, life, retirement solutions and health and long-term care insurance. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement. To know more details kindly contact us. Thanks !Read more

Nair Insurance Agency in Seattle, WA

Nair Insurance Agency

location_on Serving customers in Seattle Area with professional support.
  • 2.9
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:98003, 98023, 98093

From the Business:Nair Insurance Agency is a privately held company in Federal Way, WA and is a Single Location business.Categorized under Financial Services. Our records show it was established in 2008 and incorporated in Washington. Current estimates show this company has an annual revenue of 180000 and employs a staff of approximately 3.Regardless of whether you are looking for companies to purchase business or home and auto insurance from, our insurance agents, located south of Seattle, Washington, help individuals, families, agencies and companies compare and buy insurance plans that will meet their specific needs.We offer many insurance products including, but not limited to, term life, permanent (whole) life, car, umbrella, homeowners, property and casualty, director and officer and general liability insurance.Read more

Sarah Fisher Insurance Agent in Seattle, WA

Sarah Fisher Insurance Agent

location_on Serving customers in Seattle Area with professional support.
  • 2.7
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:12288, 98004, 98005, 98006, 98007

From the Business:To my clients – thank you! It is spending time with and for you which keeps me passionate about my career - about LIFE. Thank you for sharing your time, your trust, your open minds, and those grateful, caring hearts! You are the BEST!To my potential clients – I appreciate your stopping by! Are you here because you want to know more about me? To be honest, I want to know more about you, too. Any first meeting is simply to share more about myself, my practice, and the companies that I am proud to be appointed to represent. AND for you to share what brought you to this site. Getting to know you and gaining understanding of what is on your mind and in your heart is essential. We would only proceed if we are comfortable – to me the comfort of those around the table is more important than what is “on the table.” Financial products are tools to assist you in building the plans and goals which should bring peace of mind and a full heart.My practice has a simple philosophy – to work WITH and FOR my clients as they find ways to protect themselves, their loved ones, and their dreams. Those protections generally fall into several categories – capital [human and real], tax [now or later], inflation [deflation or both], lifestyle [comfort of mind], and legacy [the wonder of you!] We are in wonderful times and there is a plethora of varied and versatile financial tools available. My commitment is to learn what is on your mind and in your heart – because your goals are what should determine which tools are best for YOU and YOUR dreams.Read more

Showing 1 - 25 of 104 results

Ratings & Reviews for Insurance Services

perm_identityvikas kambhampati
calendar_month

Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

perm_identityLeela Kim
calendar_month

Best Financial Services in Irving US.

perm_identityTaylor Jordan
calendar_month3 months ago

Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!

perm_identityAlton Foreman
calendar_month4 months ago

Great service

perm_identityDAcqueline Shelby
calendar_month5 months ago

Allison is the best tax preparer I had working years. Her service is very great and I will continue to come back

calendar_month5 months ago
perm_identityjae simmons

Very professional. Easy to communicate with.

calendar_month5 months ago
perm_identityAshley Robinson

Service is always amazing!

calendar_month5 months ago
perm_identityOcienya Williams

Great experience! Allison was very professional and explained all aspects of this service. She is definitely our new tax preparer and would highly recommend her to others.

calendar_month5 months ago
perm_identityamaya cook

very transparent and great communication

calendar_month5 months ago
perm_identitysarah hulmes

Great service! Would recommend to anyone

calendar_month5 months ago
perm_identityAshley Mboumba

AKM Financial Services was nothing but amazing to me! I sent her my tax forms, and in less than three weeks everything was completed and back to me. The process was smooth, stress-free, and very professional from start to finish. She answered all of my questions, kept me informed, and made sure everything was handled correctly. I truly appreciate her help and will definitely be going back next year. If you’re looking for someone reliable and professional to handle your taxes, I highly recommend AKM Financial Services!

calendar_month
perm_identityPHYLISIA NISHAY PHILLIPS

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.!

calendar_month
perm_identitychris

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!

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