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Best Indian Life Insurance Agent & Broker in Lexington, KY

Rajesh Ravikumar Licensed Financial Professional
Serving the Lexington Area
(Pin: 73921)
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From the Business: I am one of the most distinguished Financial & Taxation Service providers in Peachtree Corners, GA, specializing in Accountant Services, Finance & Accounting Training, Financial Advisory, Financial Forecasts, Financial Planning, Financial Statement Analysis, Investment Management, Long-Term Care Insurance, Tax Consulting, Tax Preparation, ...

Visam Financials
Serving the Lexington Area
(Pin: 83151)
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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 ente...

Wealth Summit Financial
Serving the Lexington Area
(Pin: 98586)
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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...

STELLAR FINANCIAL SERVICES LLC
Serving the Lexington Area
(Pin: 55638)
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From the Business: I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services, Auditing Services, Bookkeeping, Business Tax Planning, Cash Flow, College Planning/Funding, Estate Planning, Financial Planning, Investment Management, IRS Representation, Long Term Care Insurance, Payroll Processing, Retiremen...

TAAJ Financials
Serving the Lexington Area
(Pin: 14443)
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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 ...

Surefinbiz Financial Services
Serving the Lexington Area
(Pin: 48163)
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From the Business: SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estat...

Hiren Patel Wealth Management Advisor
Serving the Lexington Area
(Pin: 69400)
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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 ...

Ohana Wealth Legacy
Serving the Lexington Area
(Pin: 92928)
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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 loo...

Money In A Nutshell Inc.
Serving the Lexington Area
(Pin: 95010)
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Offer available VIEW OFFER

From the Business: My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for th...

Manan Parikh Insurance
Serving the Lexington Area
(Pin: 99606)
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Closed now
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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...

Manjeet Singh, Financial Service Professional
Serving the Lexington Area
(Pin: 77124)
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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 ex...

Giri Lankipalle - Financial Services
Serving the Lexington Area
(Pin: 63770)
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From the Business: I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively...

AKM Financial Services
Serving the Lexington Area
(Pin: 19013)
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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 year...

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 ...

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 fro...

From the Business: Bema Insurance is guided by one mission: to provide you with superior coverage, affordable prices, and an agency you can trust. As an independent agency, we represent our clients, not insurance companies, and because of this we truly make your needs our top priority. At Bema Insurance, we're not just licensed insurance agents;we're also advisors w...

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...

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.

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 de...

From the Business: At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.

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

From the Business: Welcome to a more holistic, personalized, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. Our mission is to help you make financial decisions with clarit...

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...

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 incom...

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.

Showing 1 - 25 of 26 results
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Customer Reviews for Insurance Services in Lexington, KY

Rated 5/5 based on 25 reviews
P
PHYLISIA NISHAY PHILLIPS rated5.0
2 yrs ago

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.!

K
Krish Reddy rated5.0
1 year ago

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

B
Bogavelly Sandeep rated5.0
1 year ago

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

H
Hari Bellary rated5.0
1 year ago

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

A
Amrutha Yalla rated5.0
1 year ago

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

P
PHYLISIA NISHAY PHILLIPSrated5.0
2 yrs ago

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.!

A
Amrutha Yallarated5.0
1 year ago

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

B
Bogavelly Sandeeprated5.0
1 year ago

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

H
Hari Bellaryrated5.0
1 year ago

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

K
Krish Reddyrated5.0
1 year ago

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

A
Amrutha Yallarated5.0
1 year ago

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

B
Bogavelly Sandeeprated5.0
1 year ago

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

H
Hari Bellaryrated5.0
1 year ago

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

K
Krish Reddyrated5.0
1 year ago

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

P
PHYLISIA NISHAY PHILLIPSrated5.0
2 yrs ago

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.!

c
chrisrated5.0
6 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!

C
Carlos M., Sunnyvalerated5.0
8 months ago

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

A
Amit S., San Joserated5.0
8 months ago

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!

S
Simran D., Milpitasrated5.0
8 months ago

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!

R
Raj T., Fremontrated5.0
8 months ago

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!

P
Priya K., San Joserated5.0
8 months ago

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!

C
Cornelius Vaikuntamrated5.0
10 months ago

I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

G
Gouthami Thiyagarajanrated5.0
1 year ago

Giri is an expert and an highly rated professional in the personal finance industry. He is also an established leader and mentor in this platform. His experience and valuable insights brings customized solutions for many individuals, families and business owners across numerous states in USA. He has helped my family in securing life and health protection plans, college savings solutions and retirement solutions. Highly recommended!

S
Shashank Tiplerated5.0
1 year ago

Exceptional service! Mr. Giri Lankipalle provided expert guidance on investment management and retirement planning. Their personalized approach and attention to detail exceeded my expectations. Thanks to their expertise, I feel confident about my financial future. Highly recommend!

J
Jagadeeshtrated5.0
2 yrs ago

The reliable place to get the services done with peace of mind.

FAQ
How do I find a right life insurance agent?

Set up an interview, check agencies and have a background check and come to a decision.

How much life insurance do I need?

To find the amount of life insurance one needs, multiply your annual salary by the number of years left until retirement.

Do I need an agent to buy life insurance?

No, you can get it through online, But if you buying policies through the insurance agent you save money.

At what age should you buy life insurance?

The right age would be 35 and 35 plus.

What is the average life insurance cost per month?

An average of $67.88 a month for a $250,000 life insurance policy.

AKM Financial Services
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Giri Lankipalle - Financial Services
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Manan Parikh Insurance

Manan Parikh Insurance

Serving the Lexington Area
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Money In A Nutshell Inc.
Financial & Taxation Services - Life Insurance +9 more

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