“Sulekha /Trusted” indicates that the identity & information of the vendors/services, viz., name, address, contact details, business name has been verified on best effort basis, as existing, based on the documents/information furnished by the vendors/service providers. "Sulekha Trusted Stamp" are also allocated to the vendors/service providers considering user's reviews/ratings or any other criteria.
Sulekha strongly recommends to its users/callers to verify all relevant details of vendors/services before availing any products/services from them. Sulekha does not implicitly or explicitly endorse any product/s or services provided by the vendors/service providers.
The Sulekha Verified status confirms that a business's name, address, and contact details were accurate at the time of registration, based on submitted documents or call details. We recommend users exercise caution and conduct due diligence before using any services. Sulekha does not endorse any offerings from advertisers or service providers. For more information, please refer to our Terms and Conditions.

Value Financial Services
-
15 Years in Business
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
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

Vela Life Plan
-
5 Years in Business
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

Wealth Summit Financial
-
5 Years in Business
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
From the Business:Ravi Kapalli is a financial professional who brings 20 years of distinguished corporate experience and four years in financial services to every client conversation. He leads with a clear vision: build a high-caliber team and expand entrepreneurial opportunity within the industry. His practice delivers a dual focus—personalized financial education and one-to-one consultation for individuals, alongside tailored pathways for aspiring advisors to launch and grow careers in finance. Ravi’s expertise includes tax efficiencies, risk diversification, estate planning, and business continuation planning. He primarily serves successful, affluent professionals, guiding them with clear strategies toward long-term prosperity, protection, and financial freedom.Read more

Visam Financials
-
Established Since 2019
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
From the Business:Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are enterprising and pursuing entrepreneurship in the financial services industry, we also provide an established, risk-free platform to launch your business dream. We have helped several families with no prior financial industry knowledge to launch a successful business in this industry part-time to achieve full-time success.Read more

Harish Monga | Broker | CEPA | Insurance Advisor
-
15 Years in Business
- 01892660
Serving ZIP Codes:92270
From the Business:Buy It. Manage It. Insure It. — Full-Service Real Estate, Property Management & Insurance Bay Area Real Estate, Property Management & Insurance — All Under One Roof Harish Monga | Broker | CEPA | Insurance Advisor Eminent Valley Real Estate & Eminent Valley Insurance Agency With over 14 years of Bay Area real estate experience and 20+ years in business, Harish Monga brings a unique blend of technology-driven precision and real estate expertise to every client relationship. As a former tech professional turned full-service Real Estate Broker, Property Manager, and Insurance Advisor, Harish has successfully closed $110M+ in real estate transactions and helped countless clients achieve their financial and lifestyle goalsRead more

AKM Financial Services
-
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.
Read more
Ohana Wealth Legacy
-
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

TAAJ Financials
-
Established Since 15 Years
Serving ZIP Codes:77070, 92401, 92402, 92404, 92407
From the Business:I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less than three yearsRead more

Jyotsna Paul Independent Life Insurance Agent
-
16 Years in Business
Serving ZIP Codes:92277, 92278
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
Sarah Singh Insurance Agent
-
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
Michael Johnson Insurance Agent
-
0 Year in Business
Serving ZIP Codes:23847, 25911, 92501, 92502, 92503
From the Business:Michael Johnson specializes in providing specialized insurance solutions for owners of rental properties and residential real estate investment portfolios. Michael 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. Michael 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

Waqar Khan Insurance Advisor
-
15 Years in Business
-
By Appointment
Serving ZIP Codes:91708, 91710
From the Business:Waqar Khan is a Platform Agent who has reached many heights in his career with Farmers Insurance. Our Mission is to Educate, Inform and Inspire people in better protecting their families and Assets. We have the services like Top insurers of Auto, Home, Life and Small Businesses and provides a wide range of other insurance products.Read more
Patrick John Besinga Insurance Agent
-
0 Year in Business
Serving ZIP Codes:91701, 91729, 91730, 91737, 91739
From the Business:Patrick John Besinga focuses on securing retirement through comprehensive Long-Term Care (LTC) and critical illness insurance planning. Patrick John's core mission is to protect late-stage savings from being consumed by healthcare expenses. He designs customized LTC policies, explaining the benefit triggers and daily maximums to align with future care preferences. Patrick John provides clear projections showing how this planning preserves assets for heirs. His partnership delivers a crucial layer of financial security, ensuring clients maintain their financial dignity and independence when accessing necessary care.Read more
William Gallerani Insurance Agent
-
0 Year in Business
Serving ZIP Codes:23847, 25911, 92501, 92502, 92503
From the Business:William Gallerani specializes in providing specialized insurance solutions for owners of rental properties and residential real estate investment portfolios. William 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. William 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
George Foreman Insurance Agent
-
0 Year in Business
Serving ZIP Codes:23847, 25911, 92501, 92502, 92503
From the Business:George Foreman specializes in providing comprehensive risk management for contractors, construction companies, and trade professionals. George focuses on intricate commercial coverages like Builder's Risk, General Liability, commercial auto for fleets, and specialized Workers' Compensation. He conducts job-site risk assessments and advises on liability mitigation strategies to reduce premiums. George ensures policies are easily scalable to handle large contracts and meet specific legal requirements. His expertise delivers essential, resilient financial protection tailored to the demanding, high-liability construction sector.Read more
Malis Poch Insurance Agent
-
0 Year in Business
Serving ZIP Codes:91701, 91729, 91730, 91737, 91739
From the Business:Malis Poch is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Malis 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. Malis 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
Nathaniel Egginsiii Insurance Agent
-
0 Year in Business
Serving ZIP Codes:91701, 91729, 91730, 91737, 91739
From the Business:Nathaniel Egginsiii focuses on securing retirement through comprehensive Long-Term Care (LTC) and critical illness insurance planning. Nathaniel's core mission is to protect late-stage savings from being consumed by healthcare expenses. He designs customized LTC policies, explaining the benefit triggers and daily maximums to align with future care preferences. Nathaniel provides clear projections showing how this planning preserves assets for heirs. His partnership delivers a crucial layer of financial security, ensuring clients maintain their financial dignity and independence when accessing necessary care.Read more

IR Insurance Agency
-
15 Years in Business
-
Claimed
-
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
Brian Thomas Insurance Agent
-
0 Year in Business
Serving ZIP Codes:92373, 92374, 92375
From the Business:Brian Thomas specializes in providing integrated commercial insurance solutions for manufacturing and industrial clients with complex operations. Brian focuses on intricate coverages like commercial property, equipment breakdown, product liability, and specialized workers' compensation. He conducts detailed site-specific risk assessments to advise on safety protocols and fire suppression systems that can reduce premiums. Brian ensures policies cover supply chain risks and environmental liability. His expertise delivers a comprehensive, resilient financial shield tailored to protect large industrial assets and continuous production cycles.Read more
Farmers Insurance Group
-
16 Years in Business
Serving ZIP Codes:91758, 91761, 91762, 91764
From the Business:Farmers Insurance Group offers car insurance, insurance, life insurance, home insurance, commercial insurance services in Columbus, OH. We are a full service insurance and offer variety of services at affordable prices!!! For further inquiries, please contact via phone or email.Read more
Michelle Roylance Insurance Agent
-
0 Year in Business
Serving ZIP Codes:23847, 25911, 92501, 92502, 92503
From the Business:Michelle Roylance focuses on securing family legacies through structured life insurance and college funding strategies. Michelle begins by designing substantial, low-cost term life insurance to protect income replacement and integrate with existing college savings plans. She uses clear projections to illustrate how the death benefit fully secures future educational costs, regardless of the parents' earning capacity. Michelle'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
Gamaliel Simorangkir Insurance Agent
-
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
Jonathan Nuon Insurance Agent
-
0 Year in Business
Serving ZIP Codes:91701, 91729, 91730, 91737, 91739
From the Business:Jonathan Nuon is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Jonathan 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. Jonathan 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

Alpa Maniar Insurance Agent
-
5 Years in Business
-
Closed now
Serving ZIP Codes:92562, 92563, 92564
From the Business:Alpa Maniar is an independent insurance agent with Access West Insurance agency based in Murrieta, California. Alpa is licensed to write Home, Life, Health, and Renters insurance policies in California. She knows English, Hindi, Gujarati, Marathi and punjabi.Read more

Poonam Walia, State Farm Agent
-
5 Years in Business
Serving ZIP Codes:23847, 25911, 92501, 92502, 92503
From the Business:At Poonam Walia State Farm Insurance Agency, we are passionate about providing you with exceptional Customer Service. Our goal is to not only provide you with insurance but also to ensure the coverage(s) you are choosing are going to be the right fit for you and your family. We aspire to be more than an Insurance agency, we want to be your thought partner.Read more
Ratings & Reviews for Life Insurance
I’ve purchased multiple Bay Area properties with Harish, and his execution has been consistently exceptional. Beyond sharp market intelligence and disciplined negotiation, he adds real value by guiding insurance selection and presenting well-structured loan options. Every transaction is managed end-to-end with rigor—risks surfaced early, issues resolved fast, and closings kept clean. A high-trust operator who delivers outcomes and simplifies complex decisions.
I’ve purchased multiple Bay Area properties with Harish, and his execution has been consistently exceptional. Beyond sharp market intelligence and disciplined negotiation, he adds real value by guiding insurance selection and presenting well-structured loan options. Every transaction is managed end-to-end with rigor—risks surfaced early, issues resolved fast, and closings kept clean. A high-trust operator who delivers outcomes and simplifies complex decisions.
Harish helped us find our wonderful home. He was very patient, carefully listened to all our requirements and crafted a perfect itinerary to tour the houses. Within just 4 viewings we found our house and he was there to help us through closing and beyond. Very highly recommend Harish.
This review is wayyyyy... overdue . So thought I would add my review now- Better late than never ! Harish truly deserves an outstanding review, he represented me when I purchased my home last year. He was very patient with me when I saw several homes but did not want to put in an offer due to one reason or another. Finally I settled on a home and a price and did not want to change my budget. Harish effectively negotiated with the seller agent and got me the home !!!! He is very courteous, punctual, responsive and absolutely knows the process very well. I was extremely busy with my work however he was there personally overseeing every single aspect of the purchasing process be it an appraisal, home inspection, getting quotes for issues found in the home inspection, even driving to my home to pick up a check !!!! I cannot thank him enough for his help and can absolutely recommend as a 'Go To' agent if you are in the market either to buy or sell your property.
As first-time homebuyers, we were overwhelmed, but Eminent Valley Real Estate made the entire process clear,smooth and painless! From the moment we started looking, they were patient, taking the time to explain every step, from pre- approval to closing disclosures. When it came time to make an offer, their strategic guidance was exceptional. They clearly understood the local market and helped us craft an offer that was strong without overextending ourselves. Highly, highly recommend!
Everything You Need to Know About Life Insurance

Life Insurance 101: Term vs. Whole Life—Which One Fits Your Life?
Life insurance. Two words that most of us know we should take seriously… and yet somehow keep postponing like leg-day at the gym. If you’re an Indian living in the USA or Canada, life insurance conversations often come with extra layers—family responsibilities back home, kids growing up abroad, mortgages, long-term financial planning, and the constant question:

Life Insurance: More Than a Policy, it is Peace of Mind
When you think of life insurance, chances are you picture endless paperwork, confusing jargon, and sales calls that never end. But let’s pause for a second. Life insurance isn’t just a policy—it’s a promise. A promise that your loved ones will be protected, financially secure, and worry-free if life throws an unexpected twist. Why Life Insurance Matters
Insurance Services Specialisation
Most Searched Insurance Services Terms in Inland Empire Area
- Cheap House Insurance
- Renters Insurance Quote
- Health Insurance Broker
- Guardian Dental Insurance
- Health Insurance Companies
- Medical Health Insurance
- House Insurance
- Auto Insurance Agency
- Farmers Auto Insurance
- Universal Life Insurance
- Motor Vehicle Insurance
- Medicare Broker
- Auto Insurance Broker
- House Insurance Quote
- Long Term Insurance
- Student Travel Insurance
