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AKM Financial Services
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5 years in Business
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
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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Ohana Wealth Legacy
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12 Years in Business
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
From the Business:When it comes to preparing for the future, it is 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, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors 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. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions Read more

Jyotsna Paul Independent Life Insurance Agent
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16 Years in Business
Serving ZIP Codes:92581
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
Florencia Graino Holder Insurance Agent
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0 Year in Business
Serving ZIP Codes:23847, 25911, 92501, 92502, 92503
From the Business:Florencia Graino Holder is dedicated to providing specialized insurance solutions for small businesses in the retail and service sectors. Florencia specializes in commercial property, general liability, and business interruption insurance, ensuring operational continuity after a covered loss. She conducts detailed inventory and equipment valuations to prevent underinsurance and advises on specialized coverages like food spoilage or liquor liability. Florencia ensures policies are scalable and clearly explains risk mitigation steps that can reduce premiums. Her expertise delivers a foundational, resilient shield, allowing business owners to concentrate fully on serving their customers and growing their enterprise.Read more
Gloria Craig Insurance Agent
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0 Year in Business
Serving ZIP Codes:91701, 91729, 91730, 91737, 91739
From the Business:Gloria Craig is dedicated to providing specialized insurance solutions for small businesses in the professional consulting and services sectors. Gloria focuses on high-limit Errors and Omissions (E&O) and cyber liability, which are paramount in service-based industries. She meticulously analyzes client contracts and industry compliance requirements to ensure policies meet specific indemnity needs. Gloria provides proactive advice on implementing risk mitigation protocols to reduce potential claims and lower premiums. Her expertise delivers a critical, resilient shield that safeguards the firm’s reputation and financial stability.Read more
Michelle Ramos Insurance Agent
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0 Year in Business
Serving ZIP Codes:23847, 25911, 92501, 92502, 92503
From the Business:Michelle Ramos specializes in providing specialized insurance solutions for owners of rental properties and residential real estate investment portfolios. Michelle 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. Michelle conducts annual reviews to ensure coverage limits align with current property valuations. Her expertise delivers targeted, resilient protection that stabilizes investment returns and shields real estate assets effectively.Read more
Willia Thomas Insurance Agent
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0 Year in Business
Serving ZIP Codes:92373, 92374, 92375
From the Business:Willia Thomas focuses on securing retirement through comprehensive Long-Term Care (LTC) and critical illness insurance planning. Willia's core mission is to protect late-stage savings from being consumed by healthcare expenses. She designs customized LTC policies, explaining the benefit triggers and daily maximums to align with future care preferences. Willia provides clear projections showing how this planning preserves assets for heirs. Her partnership delivers a crucial layer of financial security, ensuring clients maintain their financial dignity and independence when accessing necessary care.Read more
Thomas Reyna Insurance Agent
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0 Year in Business
Serving ZIP Codes:91709
From the Business:Thomas Reyna is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Thomas 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. Thomas 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

S Singh Insurance Agent
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16 Years in Business
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Closed now
Serving ZIP Codes:92551, 92553, 92555, 92557
From the Business:As a Personal Financial Representative in Moreno Valley, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. Proud to serve the areas of Moreno Valley, Perris, Rancho Belago. Call or email me today for a personalized insurance review. Languages Known: Hindi, Punjabi, Spanish, Urdu, and English. 15 years of experience in Insurance field protecting people.Read more

AJ Paul Financial Professional
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5 Years in Business
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Open 24hrs
Serving ZIP Codes:91758, 91761, 91762, 91764
From the Business:AJ Paul is a dedicated financial professional committed to helping individuals and families build long-term financial confidence through personalized guidance and clear, practical strategies. With expertise in life insurance, retirement planning, wealth protection, and smart financial decision-making, AJ focuses on simplifying the process and making every client feel informed and supported. His approach is centered on trust, transparency, and real-world solutions that align with each client’s goals. With AJ Paul, you gain a partner who works alongside you to secure a stronger, more stable financial future.Read more
Gamaliel Simorangkir Insurance Agent
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0 Year in Business
Serving ZIP Codes:91701, 91729, 91730, 91737, 91739
From the Business:Gamaliel Simorangkir specializes in providing specialized insurance solutions for small businesses in the retail and service sectors. Gamaliel specializes in commercial property, general liability, and business interruption insurance, ensuring operational continuity after a covered loss. He conducts detailed inventory and equipment valuations to prevent underinsurance and advises on specialized coverages like food spoilage or liquor liability. Gamaliel ensures policies are scalable and clearly explains risk mitigation steps that can reduce premiums. His expertise delivers a foundational, resilient shield, allowing business owners to concentrate fully on serving their customers and growing their enterprise.Read more
Sarah Singh Insurance Agent
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0 Year in Business
Serving ZIP Codes:91701, 91729, 91730, 91737, 91739
From the Business:Sarah Singh is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Sarah strategically structures annuities to create a stable income floor, insulating clients from market volatility in their later years. She meticulously explains the contractual guarantees, including guaranteed lifetime withdrawal benefits, customizing the product to the client's longevity needs. Sarah uses clear projections to demonstrate how this strategy preserves capital while ensuring a predictable, lifelong income stream. Her partnership delivers critical financial certainty and peace of mind for retirement.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
Serving ZIP Codes:92392, 92394, 92395
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

Preethi Independent Insurance Advisor
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4 Years in Business
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Claimed
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Open 24hrs
Serving ZIP Codes:92301
From the Business:Im Preethi, a licensed independent insurance professional live in Dallas Texas, and travel to other states across America where licensed, to help individuals, families, and business owners achieve financial protection and long-term success through personalized insurance strategies.I specialize in: *Health Insurance – Marketplace (ACA) plans tailored to your unique healthcare for family needs and for Small employer group health. *Life Insurance – Term and Permanent policies designed to provide affordable coverage, protect loved ones, and support future financial goals. *Will & Trust Packages / Estate Planning – In partnership with experienced and trusted attorneys, ensuring your legacy and assets are well protected. My approach focuses not only on benefits and coverage details, but also on educating clients about the importance of preparing for unforeseen circumstances — offering insurance solutions that truly fit their needs and budget. *No fees. *Just honest guidance to help you make informed decisions.Read more

Abha Dwivedi, FSS, LUTCF, Managing Director
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16 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
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

MoneyWise-Life LLC
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15 Years in Business
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Claimed
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By Appointment
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
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

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
Serving ZIP Codes:92301
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

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:77070, 92401, 92402, 92404, 92407
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

Manjeet Singh, Financial Service Professional
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1 Year in Business
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Claimed
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Closed now
- Lic.# 0L74119
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
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

Seema Monga Insurance Agency
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16 Years in Business
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Claimed
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Closed now
- 0E30952
Serving ZIP Codes:92301
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

Sunny Financial Strategies, LLC
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15 Years in Business
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Claimed
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Open 24hrs
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
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

Surai Financial LLC - Insurance Services
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5 Years in Business
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Claimed
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Open 24hrs
- 21220804
Serving ZIP Codes:92301
From the Business:Empower Your Future - Your Trusted Life Insurance PartnerAre you ready to take control of your financial future and protect what matters most? At HGI, we specialize in providing personalized life insurance solutions that meet your unique needs. Whether you're securing your family’s financial stability, planning for retirement, or building a legacy, we’re here to guide you every step of the way.As a proud partner of industry-leading insurance companies like AIG, Athene, and Nationwide, we offer a wide range of products, including wills and trusts, guaranteed lifetime income, and protection from critical and chronic illnesses. Our solutions are designed to provide peace of mind and financial flexibility for every stage of life.Why Choose HGI?Trusted Expertise: Backed by a team of knowledgeable agents, we ensure tailored solutions to fit your goals.Comprehensive Products: From wealth preservation to estate planning, we provide tools like wills and trusts, guaranteed income strategies, and financial protection from life’s uncertainties.Client-Focused Approach: We prioritize your needs, offering transparency and personalized service.Strategic Solutions: Our approach focuses on minimizing risk, maximizing growth, preserving and transferring wealth, and optimizing taxes to help you achieve financial security and prosperity.At HGI, we’re not just about insurance—we’re about empowering individuals and families to achieve their dreams. With our world-class training and support, we also offer opportunities for individuals interested in becoming life insurance agents. If you’re entrepreneurial, passionate about helping others, and ready to make a difference, join our team and build a rewarding career with unlimited potential.Protect your loved ones, grow your wealth, and secure your future with HGI. Contact us today for a free consultation and discover how we can help you achieve financial peace of mind.Read more

Namaste Insurance Services
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Established Since 2017
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Claimed
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Closed now
- CA6001662
Serving ZIP Codes:92301
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

Mohindera Financial, Inc - Insurance Services
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:92301
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
Ratings & Reviews for Disability Insurance
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
Everything You Need to Know About Disability Insurance

Disability Insurance- Its Benefits and Features
If you are like most people, you probably rely on your income to pay for your living expenses, such as rent, mortgage, groceries, utilities, etc. But what if you suddenly become unable to work due to an illness or injury? How would you cope with the loss of your income and the potential increase in your medical bills? This is where disability insurance comes in handy.
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