Best Insurance Brokers & Agents in Louisville, KY

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Hiren Patel Wealth Management Advisor in Louisville, KY

Hiren Patel Wealth Management Advisor

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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:40206, 40299, 40207, 40245, 40242

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

Manjeet Singh, Financial Service Professional in Louisville, KY

Manjeet Singh, Financial Service Professional

location_on Serving customers in Louisville Area with professional support.
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history1 Year in Business
  • Lic.# 0L74119

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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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Local Choice Insurance in Louisville, KY

Local Choice Insurance

location_on Serving customers in Louisville Area with professional support.
  • 5star3 Reviews
  • 3.4
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

From the Business:I am one of the most distinguished Insurance Services in Louisville, KY. I specialize in Automobile Insurance, Boat Insurance, Business Insurance, Commercial Insurance, Home Insurance, Life Insurance, Medicare Advisors, Personal Insurance, and Renters InsuranceOur insurance agency provides comprehensive insurance products for individuals, families, and businesses. As an independent, multi-line insurance agency we represent many top-rated insurance companies. We look carefully at the circumstances of each customer and tailor an appropriate insurance plan to meet those needs precisely. We offer competitive rates and outstanding service for a variety of coverages. Most importantly, we value our customers and have the experience to deliver an exceptional experience for a value that’s hard to beat.Read more

Roger E Ziliak Insurance Agent in Louisville, KY

Roger E Ziliak Insurance Agent

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

From the Business:Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Indiana, Illinois and Kentucky. No offers may be made or accepted from any resident outside the specific state(s) referenced.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.Read more

Birju Thakkar Financial Advisor in Louisville, KY

Birju Thakkar Financial Advisor

location_on Serving customers in Louisville Area with professional support.
  • 2.9
    Sulekha score
  • work_history3 Years in Business

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

From the Business:Mudra Wealth Creation LLC, founded by financial advisor Birju Thakkar, is a client-focused financial services firm committed to helping individuals and families achieve long-term financial stability and success. Established in 2022, the firm offers a wide range of personalized services including retirement income planning, investment strategy, long-term care solutions, and wealth management. Guided by the belief that every financial journey is unique, Birju provides clear, strategic advice tailored to each clients goals, risk tolerance, and life stage. Holding respected industry credentials such as CLTC and RICP, he combines technical knowledge with a hands-on, relationship-driven approach. At Mudra Wealth Creation, the focus is on building financial confidence through education, ethical guidance, and consistent support empowering clients to make informed decisions and secure a stronger financial future.Read more

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

From the Business:Geeta Pareba Insurance Agents 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. I am one of the most distinguished Insurance Services in Louisville, KY. I specialize in Accident Insurance,Automobile Insurance,Boat Insurance,Car Insurance,Commercial Truck Insurance,Disability Insurance,Domestic Insurance,Health Insurance,Homeowners Insurance,Life Insurance,Property Insurance,Small Business Insurance,Visitors InsuranceRead more

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Vidhya Subramanian Financial Professional in Louisville, KY

Vidhya Subramanian Financial Professional

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Value Financial Services in Louisville, KY

Value Financial Services

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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 Louisville, KY

Maralab Financials

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Zoom Insurance in Louisville, KY

Zoom Insurance

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

From the Business:Zoom Insurance is a leader in providing quality protection for hundreds of individuals, families and businesses throughout our state of Texas. Providing superior customer service and low rates along with our needs drives the success of our agency. By offering world class protection for your Auto, Home, Health, Business, and Life Insurance, we make sure that you're covered today as well as in the future so that you can focus on what is important to you and your family. At Zoom Insurance our job is to assist you in identifying your needs and problems, while putting together a customized plan that's simple and easy to understand. We take the mystery out of insurance and help you make sense of it, so you can look forward to a brighter, more secure future. To do this we evaluate your specific needs, find the company that will give you the best value for your dollar, while supplying a superior standard of protection. The companies we represent offer tested, reliable insurance products and excellent customer service.We make sure that the insurance companies that we represent have an outstanding reputation for fast, fair claims service. We are ready to serve you and also encourage you to contact us with any questions or concerns.Read more

Geetash Financial Services in Louisville, KY

Geetash Financial Services

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Rudra Sai Wealth Management in Louisville, KY

Rudra Sai Wealth Management

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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.

Read more

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Chawla & Associates Inc. CPA’s in Louisville, KY

Chawla & Associates Inc. CPA’s

location_on Serving customers in Louisville Area with professional support.
  • 5star1 Review
  • 3.2
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • scheduleClosed now

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

From the Business:Chawla & Associates Inc. CPA’s in Naperville is specialized in Accountant services, Finance and Taxation services, Book Keeping and Payroll Processing. They are servicing throughout the United States and Canada. Some of the following services they are expertise are Buying or Selling a Business, Cash Flow Analysis, Certified Quick Books Pro Advisor, Sales Tax Return, Reviews and Compilation. They believe in the value of relationship with the clients and view every client relationship as their partners. They hardly believe that earning money is not as important as client’s satisfaction. They are dedicated in providing the best service to the clients and make them satisfy. Most of the clients are their client’s referrals. They assure you that you will become their client after having a direct meet with them. Chawla & Associates Inc. CPA’s also provide services like Tax Planning, Tax Preparation, Estate and Trust Tax Preparation, IRS Representation, Sales Tax services, Accounting services, Audits, Write-Up, Budgeting Analysis, Financial Forecasts and Projections, Financial Statements, Business Consulting, Business Entity Selection, Business Succession Planning, Estate Planning and Retirement Planning. They are available only on weekdays from 9:00 to 18:00. Given the complexity of the ever changing laws and the difficulty of interpreting them, you need a tax advisor who not only ensures you have compiled with the law, but also helps you claim the valuable deductions and credits you may have never suspected. They are well qualified and experienced in preparing all federal, state, international and local tax returns for individuals, corporations and partnerships.Read more

VISITORS GURU in Louisville, KY

VISITORS GURU

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Zenith Advantage in Louisville, KY

Zenith Advantage

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Kantilal M Patel Insurance Agency in Louisville, KY

Kantilal M Patel Insurance Agency

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

Abha Dwivedi, FSS, LUTCF, Managing Director in Louisville, KY

Abha Dwivedi, FSS, LUTCF, Managing Director

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

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

PKA Insurance Group Inc in Louisville, KY

PKA Insurance Group Inc

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

Serving ZIP Codes:40206, 40299, 40207, 40245, 40242

From the Business:Buying insurance can be a complex and time consuming process. We are independent brokers representing over 30 insurance companies for Life Insurance, Disability Insurance, Long Term Care and Employee Benefits. We will do the research and shopping for you from our list of carriers such as Prudential, Guardian, TransAmerica, Mass Mutual, SBLI, John Hancock, Banner Life, Minnesota Life, Ohio National, Protective Life, MetLife and many more. Our brokers are licensed to practice in multiple states. Please contact Pradeep for more information or you can visit our website (http://pkainsurance.com/compare-quotes) for an instant term life quote in a few seconds.Read more

Ratings & Reviews for Insurance Services

perm_identityPHYLISIA NISHAY PHILLIPS
calendar_month

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.!

perm_identityPHYLISIA NISHAY PHILLIPS
calendar_month

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.!

perm_identityPHYLISIA NISHAY PHILLIPS
calendar_month

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.!

perm_identitychris
calendar_month6 months ago

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!

perm_identityCarlos M., Sunnyvale
calendar_month8 months ago

Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!

calendar_month8 months ago
perm_identityAmit S., San Jose

Needed a business loan to expand my restaurant. Banks kept rejecting me, but Manjeet connected me with a lender who said YES. His network is unmatched—will use him for all future financial needs!

calendar_month8 months ago
perm_identitySimran D., Milpitas

Finally, a financial advisor who speaks Punjabi! Manjeet helped my parents (who don’t speak English) navigate their mortgage with ease. His honesty and expertise made us feel secure. We’ll refer everyone to him!

calendar_month8 months ago
perm_identityRaj T., Fremont

I refinanced my home with Manjeet and couldn’t be happier. He found hidden fees in my old loan and got me a better deal in just 2 weeks. Speedy, professional, and truly cares about clients. 10/10!

calendar_month8 months ago
perm_identityPriya K., San Jose

Manjeet Singh is a lifesaver! As a first-time homebuyer, I was overwhelmed, but he explained every step clearly—from pre-approval to closing. He secured me a 3.2% rate when others offered 3.8%, saving me thousands. His patience with my 100+ questions was incredible. Highly recommend for mortgages or refinancing!

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