Best Insurance Brokers & Agents in Boston, MA

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Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

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 in Boston, MA

Hiren Patel Wealth Management Advisor

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

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

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:02108, 02109, 02110, 02111, 02112

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 Boston, MA

Infinitefs LLC

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

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

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:02108, 02109, 02110, 02111, 02112

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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Everyday Life Insurance in Boston, MA

Everyday Life Insurance

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

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Our co-founders Dipali and Jake met during the summer of 2018 at a financial technology meetup near the campus of MIT, where Dipali was a graduate student. Jake had recently left a fruitful career as an insurance executive because he was frustrated that the industry was failing to serve the everyday people who needed it the most. Dipali could relate, having just had a frustrating experience herself as a shopper for basic life insurance to protect her family, and was looking to build on her previous success as a technology entrepreneur to build something impactful. They started sketching ideas and several months later formed Everyday Life, Inc. to test a basic prototype. People loved it and word started to spread. Soon after, they were invited to join the 2019 cohort of the Global Insurance Accelerator, where they incubated the concept with the support of insurance experts, regulators, and technologists and secured their first investors and business partners. I am one of the most distinguished Insurance Services in Boston, MA. I specialize in Automobile Insurance, Business Insurance, Health Insurance, Home Insurance, Life Insurance, Medicare Insurance, Mortgage Insurance, and Personal Insurance.Read more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Pavan Kanakamedala is a dedicated financial professional committed to guiding individuals and businesses toward financial stability and long-term growth. With expertise in financial planning, investment strategies, retirement solutions, insurance analysis, and wealth management, Pavan works closely with clients to develop personalized financial plans that align with their goals and life aspirations. Known for a thoughtful, analytical approach and a focus on transparent communication, Pavan empowers clients to make confident financial decisions. Whether you’re building a diversified investment portfolio, planning for retirement, or managing risk, Pavan’s professional guidance helps you navigate complex financial landscapes with clarity and peace of mind.Read more

Sunny Nangia Insurance Agent in Boston, MA

Sunny Nangia Insurance Agent

location_on Serving customers in Boston Area with professional support.
  • 1.5
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Sunny Nangia is a insurance agent available in Boston, MA. He offers the following services: Life, Medical, Disability, Visitors, LongTerm Care, Viatical Settlements, Personal Wealth Accumulation and Management, Estate and Asset Protection Planning, Business Succession Planning, Executive Benefits, Viatical Settlements. If anyone need insurance services please contact me via phone or email.Read more

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Exceed Insurance is a premier Insurance broker with Offices in Indiana & California Servicing all over the USA with Specialized Insurance ProductsRead more

Geetash Financial Services in Boston, MA

Geetash Financial Services

location_on Serving customers in Boston Area with professional support.
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleOpen 24hrs

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

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

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Universal Insurance Solutions was founded in 2006 by Ravi Natarajan, a Mechanical Engineer and a Post-Graduate Diploma in Business Administration. We are an independent agency that is contracted with all the major carriers for Health, Life, Medicare, Long Term Care, Disability, Auto, Homeowner’s Insurance, Business Liability Insurance and much more. We are licensed in the states of Massachusetts, New Hampshire, Connecticut, Rhode Island, New Jersey, Pennsylvania, Michigan, Oklahoma, Texas, Florida. As a Certified Broker with Massachusetts Health Connector Raviraj Natarajan, Universal Insurance – Massachusetts Health Connector (mahealthconnector.org) and Healthcare.gov Details for Raviraj Natarajan – Local Assistance for Health Insurance Application (healthcare.gov), we are extremely knowledgeable about all the different Health Insurance Plans available on the market, and the subsidies we can get for our customers. We work with individuals, families, small businesses and large corporations. Our agents work attentively and thoroughly, to ensure that you get matched with a policy that meets your specific needs and at a rate you can afford.Read more

Value Financial Services in Boston, MA

Value Financial Services

location_on Serving customers in Boston Area with professional support.
  • 2.9
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • scheduleBy Appointment

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:I am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.Read more

Maralab Financials in Boston, MA

Maralab Financials

location_on Serving customers in Boston Area with professional support.
  • 2.9
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleOpen 24hrs
  • 17441699

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

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.Read more

Rudra Sai Wealth Management in Boston, MA

Rudra Sai Wealth Management

location_on Serving customers in Boston Area with professional support.
  • 2.2
    Sulekha score
  • verifiedClaimed

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:

Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.

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VISITORS GURU in Boston, MA

VISITORS GURU

location_on Serving customers in Boston Area with professional support.
  • 5star3 Reviews
  • 3.9
    Sulekha score
  • work_history Established Since 1980
  • verifiedClaimed
  • scheduleBy Appointment

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business: Visitors health insurance is highly recommended for international traveler’s, whether traveling to the USA or from the country. With years of serving our customers with service of excellence, we bring forward facilities for our customers, whether buying online or through the phone. We offer a great deal of advisory services to customers who are not sure about what to opt for. Our advice has proved worthy for many people traveling worldwide.Our customer service gives you a range of products and effective travel medical plans to choose from. We also let you compare various policies online; the details related to price, availability, conditions, and claims information are attached to the plans. Once you buy the policy, we will still be at your service.Read more

Abha Dwivedi, FSS, LUTCF, Managing Director in Boston, MA

Abha Dwivedi, FSS, LUTCF, Managing Director

location_on Serving customers in Boston Area with professional support.
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Hi I am Abha Dwivedi, FSS, LUTCF, Managing Director with Transamerica Agency Network, has professional opportunities for licensed agents. Transamerica Agency Network is recognized as leading providers of life insurance, savings and retirement solutions, serving millions of customers throughout the United States. As a Managing Director I am the front-line leadership of the company and mentor for our field force. I help provide guidance and innovative solutions to our agents to assist them with providing financial strategies for our clientele. I act with integrity, have high energy and boast success in mentoring, sales management and recruiting within the insurance and financial services industry. Transamerica Agency Network Career agents are employees of Transamerica Premier Life Insurance Company, and an equal opportunity employer. For more details contact me.Read more

Vidhya Subramanian Financial Professional in Boston, MA

Vidhya Subramanian Financial Professional

location_on Serving customers in Boston Area with professional support.
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleOpen now

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

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

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Neptune Financial Services (NFS) is an independent insurance broker dedicated to providing clients with the best possible solutions with products from a variety of nationally recognized companies. While providing the highest quality services and a goal of exceeding customer expectations, we maintain a professional and efficient work environment. This allows each individual as well as small business owners to achieve their financial and personal goals successfully. We pledge to honor commitments to our clients by holding ourselves to the highest ethical standards. As an independent agency, we are committed to work for our client to save more to protect their future by using "client comes first" approach and represent multiple insurance carriers to provide best suitable option at competitive offer.Read more

Kantilal M Patel Insurance Agency in Boston, MA

Kantilal M Patel Insurance Agency

location_on Serving customers in Boston Area with professional support.
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • 'Licensed in all 50 states

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:We are Independent Agent in Schaumburg, Illinois, serving all 50 states. free to choose the best carrier/company for your insurance needs. We work for you; We are able to offer you the best coverage at the most competitive price.Read more

Neerab Shrestha- New York Life Insurance in Boston, MA

Neerab Shrestha- New York Life Insurance

location_on Serving customers in Boston Area with professional support.
  • 4star1 Review
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Financial Services Professional offering securities products and services through NYLIFE Securities LLC. 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 and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 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 licensed in all jurisdictions.Read more

Manjeet Singh, Financial Service Professional in Boston, MA

Manjeet Singh, Financial Service Professional

location_on Serving customers in Boston Area with professional support.
  • 5star5 Reviews
  • 3.9
    Sulekha score
  • work_history1 Year in Business
  • verifiedClaimed
  • Lic.# 0L74119

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.Read more

Zenith Advantage in Boston, MA

Zenith Advantage

location_on Serving customers in Boston Area with professional support.
  • 5star4 Reviews
  • 3.9
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • scheduleBy Appointment
  • MN:20355041

Serving ZIP Codes:02108, 02109, 02110, 02111, 02112

From the Business:"At Zenith, we offer free no obligation consultation. Our objective is to understand your current and future needs.We pride ourselves in educating our clients about all the options they can take advantage of and show them how they can thrive financially, and get the peace of mind knowing that they are well prepared for life's events. Benefits and Uses of Life Insurance:- Protect the lifestyle of your children, spouse or dependents in case of death- Accumulate funds for education or retirement or to use for other expected events while you are still living- Gain flexibility to fund unexpected events, like critical illness or nursing home care- Get up to the full face amount when diagnosed with stroke, heart attack, invasive cancer and seven other health conditions.- Tax benefits such as tax-deferred growth potential on your account- Insurance benefits that are generally not subject to income tax- Plan for your retirement to receive guaranteed income- Policy guarantees offer protection to ensure you will never experience a loss in cash value- Flexible options to borrow from the cash value of your policyBenefits of using Zenith - As an independent insurance agency we can compare insurance carriers and find you the best rates. - You could be approved to have your policy underwritten without an exam.- Quick Virtual Application from the comfort of your own home.Helping customers with Industries best: Term Life, Whole Life, Index Universal Life with Living Benefits and Annuities. Ready to learn more?Contact us today and we will get to work ensuring you have a bright tomorrow."Read more

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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