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Hiren Patel Wealth Management Advisor
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16 Years in Business
Serving ZIP Codes:77494, 92602, 92603, 92604, 92606
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

Value Financial Services
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15 Years in Business
Serving ZIP Codes:77494, 92602, 92603, 92604, 92606
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:77494, 92602, 92603, 92604, 92606
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
Serving ZIP Codes:27712, 75063, 90001, 90003, 90004
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
Jyotsna Paul Independent Life Insurance Agent
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16 Years in Business
Serving ZIP Codes:91801, 91802, 91803, 91804, 91899
From the Business:Plan Today. Protect Tomorrow. I’m Jyotsna Paul, an Independent Licensed Life Insurance Agent, serving families and businesses across South Carolina, California, and Texas. As an independent agent, I’m not tied to one company. I work for you, comparing multiple carriers to find the best coverage at the best rates—all tailored to your unique needs. Services I Provide: Life Insurance (Term, Whole, Universal), Annuities (Retirement Income Planning), Long-Term Care Coverage, Critical Illness Protection, Disability Income Insurance, Home & Travel Insurance Options. My Promise: Personal, one-on-one guidance Simple and clear explanations (no jargon!) Protection for today and the future Let’s create a plan that gives you peace of mind—so you can focus on what matters most: your family, your health, and your dreams. Call or message me today for a free, no-obligation consultation!Read more
Ravi Bhavsar Insurance Agent
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0 Year in Business
Serving ZIP Codes:93301, 93304, 93305, 93306, 93307
From the Business:Ravi Bhavsar is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Ravi strategically structures annuities to create a stable income floor, insulating clients from market volatility in their later years. He meticulously explains the contractual guarantees, including guaranteed lifetime withdrawal benefits, customizing the product to the client's longevity needs. Ravi uses clear projections to demonstrate how this strategy preserves capital while ensuring a predictable, lifelong income stream. His partnership delivers critical financial certainty and peace of mind for retirement.Read more
Meghedi Mirzakhansaki Insurance Agent
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0 Year in Business
Serving ZIP Codes:27712, 75063, 90001, 90003, 90004
From the Business:Meghedi Mirzakhansaki focuses on securing family legacies through structured life insurance and college funding strategies. Meghedi begins by designing substantial, low-cost term life insurance to protect income replacement and integrate with existing college savings plans. He uses clear projections to illustrate how the death benefit fully secures future educational costs, regardless of the parents' earning capacity. Meghedi's partnership includes proactive check-ins to adjust the funding strategy based on the child's age and escalating tuition projections. This approach delivers a resilient, dual-purpose financial solution for the family's aspirations.Read more

Jay Shah Insurance Advisor
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15 Years in Business
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Open 24hrs
Serving ZIP Codes:90250, 90251
From the Business:Insurance involves pooling funds from many insured entities (known as exposures) to pay for the losses that some may incur. The insured entities are therefore protected from risk for a fee, with the fee being dependent upon the frequency and severity of the event occurring. In order to be an insurable risk, the risk insured against must meet certain characteristics. Insurance as a financial intermediary is a commercial enterprise and a major part of the financial services industry, but individual entities can also self-insure through saving money for possible future losses.Read more
Manisai Surichanh Insurance Agent
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0 Year in Business
Serving ZIP Codes:91101, 91103, 91104, 91105, 91106
From the Business:Manisai Surichanh specializes in providing comprehensive health and disability insurance for self-employed individuals and those in the gig economy. Recognizing the lack of traditional benefits, Manisai prioritizes robust "own-occupation" disability income and high-quality, individual health plans. He meticulously designs policies to account for fluctuating income and potential gaps in coverage. Manisai uses transparent financial tools to clearly show clients how protecting their ability to earn an income is their most critical investment. His expertise delivers foundational, resilient security for the modern, independent workforce.Read more

Harpreet Thiara Insurance Agent
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15 Years in Business
Serving ZIP Codes:93301, 93304, 93305, 93306, 93307
From the Business:I am one of the most distinguished Real Estate Agents in Bakersfield, CA. I specialize in Buyers Agents,New Construction,Real Estate Buying/Selling Agents,Real Estate Commercial Agents,Real Estate Residential Agents,Rental Agents,Sellers AgentsReal Estate is my calling and a passion of mine. 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 .Read more

Shalvin Singh Insurance Advisor
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5 Years in Business
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By Appointment
Serving ZIP Codes:77494, 92602, 92603, 92604, 92606
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
Jad Hilal Insurance Agent
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0 Year in Business
Serving ZIP Codes:92821, 92822, 92823
From the Business:Jad Hilal specializes in providing essential life and final expense insurance, focusing on clear, accessible planning for seniors and those looking for straightforward coverage. Jad’s primary goal is to ensure end-of-life costs and minor debts are covered affordably, offering peace of mind to the insured and their family. He specializes in guaranteed-issue or simplified-issue policies for ease of access and quick approval. Jad provides patient, detailed consultations to build trust and ensure full understanding of the benefit and claims process. His commitment is to deliver crucial financial dignity and reliable security without unnecessary complexity.Read more
John Wang Insurance Agent
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0 Year in Business
Serving ZIP Codes:92821, 92822, 92823
From the Business:John Wang focuses on consolidating and optimizing personal insurance portfolios—home, auto, and umbrella—to maximize efficiency and cost savings for busy professionals. John’s core value is simplicity, leveraging multi-policy discounts and centralized digital management. He conducts systematic annual reviews focused on optimizing deductibles and ensuring liability limits are aligned with the client’s current net worth. John ensures every aspect of the client's personal risk is covered under one integrated, resilient financial shield, managed with exceptional ease.Read more
Thomas Solano Insurance Agent
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0 Year in Business
Serving ZIP Codes:91358, 91360, 91362
From the Business:Thomas Solano specializes in providing specialized insurance solutions for owners of rental properties and residential real estate investment portfolios. Thomas ensures policies include essential Landlord Insurance components, covering both the structure and the crucial loss of rental income (Loss of Rents coverage). He advises on necessary liability riders to protect against tenant lawsuits. Thomas conducts annual reviews to ensure coverage limits align with current property valuations. His expertise delivers targeted, resilient protection that stabilizes investment returns and shields real estate assets effectively.Read more

GM Insurance Services
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5 Years in Business
Serving ZIP Codes:91501, 91502, 91504, 91505, 91506
From the Business:GM Insurance Services has been helping customers compare insurance rates for over a decade. We provide fast and easy insurance comparison for Auto, Home, Motorcycle and Commercial Auto insurance policies in the State of California. In less than five minutes, one of our account managers can help you compare your insurance rates and find the best available option for your needs.Read more
Chet Thomas Insurance Agent
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0 Year in Business
Serving ZIP Codes:77494, 92602, 92603, 92604, 92606
From the Business:Chet Thomas specializes in providing comprehensive health and disability insurance for self-employed individuals and those in non-traditional employment. Recognizing the absence of employer benefits, Chet prioritizes robust "own-occupation" disability income and high-quality, individual health plans. He meticulously designs policies to account for fluctuating income and potential gaps in coverage. Chet uses transparent financial tools to clearly show clients how protecting their ability to earn an income is their most critical investment. His expertise delivers foundational, resilient security for the modern, independent workforce.Read more

Nayana (Nina) J Patel Insurance Agent
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5 Years in Business
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By Appointment
Serving ZIP Codes:92801, 92802, 92803, 92804, 92805
From the Business:Nayana (Nina) J Patel Insurance Agent available in Anaheim, CA. He provide the following services: Life insurance, Retirement planning, Buy/sell agreement, Pension, College funding, Mortgage protection, Mutual funds, Estate planning. He is working as an insurance agent in New York Life Insurance Company. If anyone need insurance agent contact him for more details.Read more
Jonathan Calata Insurance Agent
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0 Year in Business
Serving ZIP Codes:92856, 92863, 92865, 92866, 92867
From the Business:Jonathan Calata is an expert in leveraging permanent life insurance for tax-advantaged wealth transfer and legacy creation. Jonathan works with clients to strategically position cash-value policies as supplemental retirement funding and a guaranteed legacy asset. He meticulously models the tax benefits of policy growth and withdrawals, comparing them against traditional investment vehicles. Jonathan’s service includes close collaboration with financial and tax advisors to ensure optimal policy structuring and seamless integration into the overall financial plan. His approach delivers robust, resilient financial architecture designed to secure and maximize generational wealth.Read more
Vahan Garabedian Insurance Agent
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0 Year in Business
Serving ZIP Codes:91201, 91202, 91203, 91204, 91205
From the Business:Vahan Garabedian is an expert in leveraging permanent life insurance for tax-advantaged wealth transfer and legacy creation. Vahan works with clients to strategically position cash-value policies as supplemental retirement funding and a guaranteed legacy asset. He meticulously models the tax benefits of policy growth and withdrawals, comparing them against traditional investment vehicles. Vahan’s service includes close collaboration with financial and tax advisors to ensure optimal policy structuring and seamless integration into the overall financial plan. His approach delivers robust, resilient financial architecture designed to secure and maximize generational wealth.Read more

Yogesh Rajp Insurance Agent
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15 Years in Business
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Open 24hrs
Serving ZIP Codes:60563, 91326
From the Business:we can help you fully understand your insurance coverage options - whether you're looking for life, and retirement solutions, or more! we are passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, we 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! ThanksRead more
Mathew Slootsky Insurance Agent
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0 Year in Business
Serving ZIP Codes:90501, 90502, 90503, 90504, 90505
From the Business:Mathew Slootsky is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Mathew strategically structures annuities to create a stable income floor, insulating clients from market volatility in their later years. He meticulously explains the contractual guarantees, including guaranteed lifetime withdrawal benefits, customizing the product to the client's longevity needs. Mathew uses clear projections to demonstrate how this strategy preserves capital while ensuring a predictable, lifelong income stream. His partnership delivers critical financial certainty and peace of mind for retirement.Read more

Abnish Rajbansh Insurance Agent
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15 Years in Business
Serving ZIP Codes:77494, 92602, 92603, 92604, 92606
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

Shana J Kang Insurance Agent
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15 Years in Business
Serving ZIP Codes:27712, 75063, 90001, 90003, 90004
From the Business:Hi, I'm Providing insurance services like life 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 me. Thanks!Read more

American Indian Insurance
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0 Year in Business
Serving ZIP Codes:27712, 75063, 90001, 90003, 90004
From the Business:American Indian Insurance is a specialized insurance practice serving the diverse population of Los Angeles, California. The firm focuses on providing accessible and affordable insurance solutions for a wide array of personal needs, including auto, home, and small business coverage. With a deep commitment to community advocacy, the agency works to provide a welcoming environment for all clients, particularly those from underserved backgrounds. American Indian Insurance is known for its "neighborly" approach, where advisors take the time to explain policy details and help clients find the most competitive rates available. They act as a trusted local resource, providing the personalized attention that is often missing from larger, national institutions. By leveraging their local knowledge and strong industry relationships, they ensure that Los Angeles residents have a reliable advocate to protect their assets and provide peace of mind in an increasingly complex urban landscape.Read more

Universal Way Insurance Services
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5 Years in Business
Serving ZIP Codes:91604, 91614
From the Business:Our portfolio includes the most prestigious auto insurance corporations. This allows us to offer several options and recommend the best choice. Our associates are also enabled to advice in any situation or circumstances regarding auto insurance policies.Read more
Ratings & Reviews for Insurance Services
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.
Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!
Allison is the best tax preparer I had working years. Her service is very great and I will continue to come back
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