Best Indian Life Insurance Agent & Broker in Los Angeles

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Best Life Insurance in Los Angeles Metro Area

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Serving ZIP Codes:27712, 75063, 90001, 90003, 90004

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 in Los Angeles, CA

Vela Life Plan

location_on Serving customers in Los Angeles Area with professional support.
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:27712, 75063, 90001, 90003, 90004

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 in Los Angeles, CA

Wealth Summit Financial

location_on Serving customers in Los Angeles Area with professional support.
  • 6.5
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:77494, 92602, 92603, 92604, 92606

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

Harish Monga | Broker | CEPA | Insurance Advisor in Los Angeles, CA

Harish Monga | Broker | CEPA | Insurance Advisor

location_on Serving customers in Los Angeles Area with professional support.
  • 5star27 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
Real Estate Buying/Selling Agents:CEPA (Certified Exit Planning Advisor), Buyer's Agent
  • 01892660

Serving ZIP Codes:93550, 93551, 93599

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

Visam Financials in Los Angeles, CA

Visam Financials

location_on Serving customers in Los Angeles Area with professional support.
  • 6.3
    Sulekha score
  • work_history Established Since 2019

Serving ZIP Codes:77494, 92602, 92603, 92604, 92606

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

Serving ZIP Codes:77494, 92602, 92603, 92604, 92606

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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Serving ZIP Codes:27712, 75063, 90001, 90003, 90004

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

Serving ZIP Codes:77494, 92602, 92603, 92604, 92606

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 in Los Angeles, CA

Jyotsna Paul Independent Life Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 5star1 Review
  • 9
    Sulekha score
  • work_history16 Years in Business
Health Insurance:Independent Insurance Agent, Insurance Agency, Life, Independent Insurance agents, Long Term Insurance, Joint Life Insurance, Private Insurance, Insurance for Visitors, Insurance Quote, Long-Term Care

Serving ZIP Codes:92701, 92703, 92704, 92705, 92706

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

Raul Uribe Insurance Agent in Los Angeles, CA

Raul Uribe Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 2.7
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:27712, 75063, 90001, 90003, 90004

From the Business:I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0K77223.Read more

John Kim Insurance Agent in Los Angeles, CA

John Kim Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:91311, 91313

From the Business:John Kim specializes in providing comprehensive health and disability insurance for self-employed individuals and those in the gig economy. Recognizing the lack of traditional benefits, John prioritizes robust "own-occupation" disability income and high-quality, individual health plans. He meticulously designs policies to account for fluctuating income and potential gaps in coverage. John uses transparent financial tools to clearly show clients how protecting their ability to earn an income is their most critical investment. His expertise delivers foundational, resilient security for the modern, independent workforce.Read more

Peggy Jacobs Insurance Agent in Los Angeles, CA

Peggy Jacobs Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:90501, 90502, 90503, 90504, 90505

From the Business:Peggy Jacobs is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Peggy 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. Peggy 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

Joseph Quinto Insurance Agent in Los Angeles, CA

Joseph Quinto Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:77494, 92602, 92603, 92604, 92606

From the Business:Joseph Quinto focuses on securing family legacies through structured life insurance and college funding strategies. Joseph begins by designing substantial, low-cost term life insurance to protect income replacement and integrate with existing college savings plans. He uses clear projections to illustrate how the death benefit fully secures future educational costs, regardless of the parents' earning capacity. Joseph'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

Francisco Halili Insurance Agent in Los Angeles, CA

Francisco Halili Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:90620, 90621, 90624

From the Business:Francisco Halili is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Francisco 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 and deferral options, customizing the product to the client's longevity needs. Francisco 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

Serving ZIP Codes:27712, 75063, 90001, 90003, 90004

From the Business:I am one of the most distinguished Insurance Services in Los Angeles, CA. I specialize in Accident Insurance,Automobile Insurance,Boat Insurance,Business Insurance,Car Insurance,Commercial Insurance,Health Insurance,Home Insurance,Homeowners Insurance,Life Insurance,Mortgage Insurance,Pet Insurance,Retirement Insurance Planning,Small Business Insurance,Umbrella InsuranceWhen it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement .Read more

Sakiko Harada Insurance Agent in Los Angeles, CA

Sakiko Harada Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 2.7
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:91788, 91789, 91795

From the Business:Whether you're looking for life, retirement plan, or more! And passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, will take our time to understand your situation, asses your risks, and help you understand the insurance options available to you. With a fully staffed office, you won't get an answering machine when you call us to speak about insurance! Along with expert guidance to help you achieve lifelong financial well-being. To know more details kindly contact me. Thanks.Read more

Ravindra Chand Insurance Agent in Los Angeles, CA

Ravindra Chand Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:92708, 92728

From the Business:Ravindra Chand focuses on securing family legacies through structured life insurance and college funding strategies. Ravindra begins by designing substantial, low-cost term life insurance to protect income replacement and integrate with existing college savings plans. He uses clear projections to illustrate how the death benefit fully secures future educational costs, regardless of the parents' earning capacity. Ravindra'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

Aria Hedayat Insurance Agent in Los Angeles, CA

Aria Hedayat Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 5star3 Reviews
  • 3.4
    Sulekha score
  • work_history16 Years in Business

Serving ZIP Codes:92605, 92646, 92647, 92648, 92649

From the Business:I'm Aria Hedayat, your local American National insurance agent. I am located in Huntington Beach, CA, meaning I'm nearby to talk through your insurance needs. With a variety of options available, we can accommodate many of your insurance needs, so let's talk through what will work best for you. Reach out today to request an appointment and start the conversation. For more details kindly contact us.Read more

Nick Shah Insurance Advisor in Los Angeles, CA

Nick Shah Insurance Advisor

location_on Serving customers in Los Angeles Area with professional support.
  • 1.5
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:77494, 92602, 92603, 92604, 92606

From the Business:Financial Independence for Everyone: World Financial Group offers a leading financial services platform and experience to help pursue your specific life insurance goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence and financial resilience possible for all those in our communities across North America. Services Offered Insurance Protection Retirement Strategies Business StrategiesRead more

Thomas Engelman Insurance Agent in Los Angeles, CA

Thomas Engelman Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:77494, 92602, 92603, 92604, 92606

From the Business:Thomas Engelman is an expert in leveraging permanent life insurance for tax-advantaged wealth transfer and legacy creation. Thomas works with clients to strategically position cash-value policies as supplemental retirement funding and a guaranteed legacy asset. He meticulously models the tax benefits of policy growth and withdrawals, comparing them against traditional investment vehicles. Thomas’s service includes close collaboration with financial and tax advisors to ensure optimal policy structuring and seamless integration into the overall financial plan. His approach delivers robust, resilient financial architecture designed to secure and maximize generational wealth.Read more

Joseph Gutierrez Insurance Agent in Los Angeles, CA

Joseph Gutierrez Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:91358, 91360, 91362

From the Business:Joseph Gutierrez focuses on securing family legacies through structured life insurance and college funding strategies. Joseph begins by designing substantial, low-cost term life insurance to protect income replacement and integrate with existing college savings plans. He uses clear projections to illustrate how the death benefit fully secures future educational costs, regardless of the parents' earning capacity. Joseph'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

Harshad Patel Insurance Agent in Los Angeles, CA

Harshad Patel Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 2.7
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:90701, 90702

From the Business:I enjoy helping customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. Customers reach out to me because of my training and experience in risk management, loss control, and general business operations. My leadership role in managing several small businesses has allowed me to gain insight so that I can point people in the right direction. Having been in the insurance industry for over five years, I have the knowledge and experience to help you better understand your coverage options--whether you're a small business owner, in the service industry, renting an apartment, a homeowner, new to the city, or more. For all of life's milestones, we're here for you, your family, and your business. For more details kindly contact us. Thanks!Read more

Hardeep Soni Insurance Agent in Los Angeles, CA

Hardeep Soni Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 2.7
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:91364, 91367, 91371

From the Business:I enjoy helping customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. Customers reach out to me because of my training and experience in risk management, loss control, and general business operations. My leadership role in managing several small businesses has allowed me to gain insight so that I can point people in the right direction. Having been in the insurance industry for over five years, I have the knowledge and experience to help you better understand your coverage options--whether you're a small business owner, in the service industry, renting an apartment, a homeowner, new to the city, or more. For all of life's milestones, we're here for you, your family, and your business. For more details kindly contact us. Thanks!Read more

Anita's Insurance Services in Los Angeles, CA

Anita's Insurance Services

location_on Serving customers in Los Angeles Area with professional support.
  • 5star3 Reviews
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • 6000216

Serving ZIP Codes:93534, 93535, 93536

From the Business:I am one of the most distinguished Insurance companies in Lancaster, CA. I specialize in Automobile Insurance, business insurance, home insurance, and life insurance. 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 those approaching retirement. For more details, kindly contact me. Thanks!Read more

Sophia Laohasongkram Insurance Agent in Los Angeles, CA

Sophia Laohasongkram Insurance Agent

location_on Serving customers in Los Angeles Area with professional support.
  • 1.7
    Sulekha score
  • work_history0 Year in Business

Serving ZIP Codes:91101, 91103, 91104, 91105, 91106

From the Business:Sophia Laohasongkram specializes in providing specialized insurance solutions for owners of rental properties and residential real estate investment portfolios. Sophia ensures policies include essential Landlord Insurance components, covering both the structure and the crucial loss of rental income (Loss of Rents coverage). She advises on necessary liability riders to protect against tenant lawsuits. Sophia 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

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Ratings & Reviews for Life Insurance

perm_identityNitin Mathur
calendar_month2 months ago

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.

perm_identityNitin Mathur
calendar_month2 months ago

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.

perm_identityAnkit Patel
calendar_month2 months ago

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.

perm_identityMKG
calendar_month2 months ago

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.

perm_identityDhara Jash
calendar_month2 months ago

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!

calendar_month2 months ago
perm_identityKrishna C

I would say Harish can make impossible to possible. My situation was little different, I was owning a primary property and I wanted to buy another property before selling my current one. Considering the bay area market, when almost all realtors didn’t agree with my idea, Harish took this challenge. He has not even bought me my dream house with a great price but also went above and beyond to find the best match for my primary property. Harish always guides us what should be the value of the property. He was with us in every step as a family member and wanted to make our home buying and selling experience stress free. He is proactive in coordinating & kept us well informed about everything that was happening at both times very promptly. I absolutely recommend Harish Monga as a 'Go-To' agent if you are in the market either to buy or sell your property.

calendar_month2 months ago
perm_identityNitin Mathur

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.

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perm_identityvikas kambhampati

Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

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perm_identityLeela Kim

Best Financial Services in Irving US.

calendar_month5 months ago
perm_identityTaylor Jordan

Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!

calendar_month6 months ago
perm_identityAlton Foreman

Great service

calendar_month7 months ago
perm_identityDAcqueline Shelby

Allison is the best tax preparer I had working years. Her service is very great and I will continue to come back

calendar_month7 months ago
perm_identityjae simmons

Very professional. Easy to communicate with.

calendar_month7 months ago
perm_identityAshley Robinson

Service is always amazing!

calendar_month7 months ago
perm_identityOcienya Williams

Great experience! Allison was very professional and explained all aspects of this service. She is definitely our new tax preparer and would highly recommend her to others.

calendar_month7 months ago
perm_identityamaya cook

very transparent and great communication

calendar_month7 months ago
perm_identitysarah hulmes

Great service! Would recommend to anyone

calendar_month7 months ago
perm_identityAshley Mboumba

AKM Financial Services was nothing but amazing to me! I sent her my tax forms, and in less than three weeks everything was completed and back to me. The process was smooth, stress-free, and very professional from start to finish. She answered all of my questions, kept me informed, and made sure everything was handled correctly. I truly appreciate her help and will definitely be going back next year. If you’re looking for someone reliable and professional to handle your taxes, I highly recommend AKM Financial Services!

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perm_identityPHYLISIA NISHAY PHILLIPS

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.!

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perm_identityAnkit Patel

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

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perm_identityssr13111983

Harish was instrumental in locating our dream home. His extensive expertise guided us seamlessly through the entire buying process. His excellent communication skills and prompt responses to our queries ensured a smooth experience. We highly recommend him for your buying and selling needs, he deserves a 5-star rating

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perm_identityajeettandale2

Harish is the best. We were first time buyers and he explained us each and every step of the buying process. He was very patience while explain the process and answering our questions. He is always available for call and made buying process super easy he did excellent job in coordinating and keeping us up to date

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perm_identitysunil singh72

As a first time buyer, it was a herculean task to understand the bay area real estate market, local communities, pricing of the house and the buying process. I was in the market for more than 4 years and worked with several real estate agent before I met Harish Monga. Harish is an outstanding to work with; we were very pleased with the services that he provided to us! he helped us to buy our new home, his local knowledge & excellent negotiation skills, helped us seal the deal. he was very responsive throughout the entire journey of buying the ew home and very quick to highlight the pros and cons of the house and the nearby community which really helped me during the buying process. Whenever we asked him a question he provided an answer along with his recommendation and current trend and practices in the market. he tailored his approach based on our expectation that helped us to make decisions along the way. Harish is very trustworthy, patient and alway wants the absolute best for his clients as I experienced in my case. He is a great human being & person of great work ethics. he goes above and beyond to assist the buyer. Highly recommend Harish and would not hesitate to go back to him for my future needs. Thank you Harish

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perm_identityankitpatiar79

Harish is one of the best realtor in the bay area. We were taken by surprise when we met Harish. We shared an instant connection. Buying home didn’t look very simple to us but Harish knowledge, experience and guidance kept us on the right track. He stayed transparent through the process so we knew exactly what was happening from start to the finish and got what we wanted for our house. We would recommend Harish Monga to both sellers & buyers

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perm_identityzuser20160502111214844

HArish was very professional in our interaction. He was prompt, responsive and answered all our questions. He was pleasant to work I would certainly recommend him to others.

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perm_identityKrishna Ubrani

Harish helped me buy my first home in silicon valley and provided expert guidance throughout the process. His knowledge of local real estate conditions and expertise in negotiating was instrumental in getting us a great deal, and everything from communicating and getting the contract to our satisfaction, to closing the escrow and deal, were smooth and very fast. I would highly recommend Harish and would use his services again without a doubt

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perm_identityJagadeesht

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

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perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

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perm_identityJeevan Sharma

Harish was introduced to us by friend and yes he is the best by far !! He called me up on a late Friday evening as soon as my friend made the introductions. Within an hour he had the home visit setup for Saturday afternoon and by Sunday morning he got our offer out to the Seller Agent. He took care of all the paperwork, guided us through the complete process. Overall he is thoroughly professional and a great resource to work with. He made the home purchase experience a pleasant one for us. For any Real Estate needs, I strongly recommend working with Harish.

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perm_identityPanchami Rudrakshi

We were very pleased with the services that Harish provided to us. We got to know about him through a mutual friend who was selling his house & Harish was the buyer agent. Harish helped us in both buying & selling our home. He was very upfront about the pros and cons of both the house and the community which really helped us during the process. His excellent negotiation skills make him stand out. He is proactive in coordinating & kept us well informed about everything that was happening at both times very promptly. I absolutely recommend Harish Monga as a 'Go-To' agent if you are in the market either to buy or sell your property.

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perm_identityAmol Patil

Harish goes above and beyong to find best matches for his clients and helps negotiate rates as per client's needs. Being a first time house buyer, he guided me to the great extend and was very informative throughout all the stages of buying house.

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perm_identitysunil singh

As a first time buyer, it was a herculean task to understand the bay area real estate market, local communities, pricing of the house and the buying process. I was in the market for more than 4 years and worked with several real estate agent before I met Harish Monga. Harish is an outstanding to work with; we were very pleased with the services that he provided to us! he helped us to buy our new home, his local knowledge & excellent negotiation skills, helped us seal the deal. he was very responsive throughout the entire journey of buying the ew home and very quick to highlight the pros and cons of the house and the nearby community which really helped me during the buying process. Whenever we asked him a question he provided an answer along with his recommendation and current trend and practices in the market. he tailored his approach based on our expectation that helped us to make decisions along the way. Harish is very trustworthy, patient and alway wants the absolute best for his clients as I experienced in my case. He is a great human being & person of great work ethics. he goes above and beyond to assist the buyer. Highly recommend Harish and would not hesitate to go back to him for my future needs. Thank you Harish!!!

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perm_identitymkg achar

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.

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perm_identityBharothu Nagendra

Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

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perm_identityvikas kambhampati

Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

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perm_identityharishkadiyala

Harish is an awesome agent. As we were first time buyers, we really dint know the process. Harish helped us in every step of the way and he responds to phone calls and messages very very promptly. I would strongly recommend him for anyone who is trying to Buying or Selling a house. He is very professional.

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perm_identitymineshdesai

This was my first home buying experience and Harish was very skillful, knowledgable and helpful on all the aspect of buying the home. Before putting an offer he does all his due-diligence, goes to an extend of talking to Lender to see how fast can we close so that we can have a competitive at the same time achievable closing days. During the entire house buying process, Harish closely monitors and tracks the progress, talks to various parties plus keeps the buyer well informed about everything thats happening during the buying process. He also keeps buyer informed about all the possible scenarios and things to be ready to avoid any kind of slippage in dates. Harish is well considerate about buyers needs and provides all the support and guidance that a first time home buyer would need (and should have), Overall I am glad I found Harish and would definitely go back to him. I highly recommend Harish Monga to be buyers or even sellers agent.

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perm_identitysenthilvenkatesh selvaraj

Working with Harish was a good experience. He listens to the buyer requirement and filters out accordingly. Sometimes we have to change our requirements frequently as a we did not like or we were wanting to explore the other iptions available. He was patient and kept showing us properties. Once we had the spark on a property, he explained us the process and was proactive in coordinating and making all the arrangements for closing. It is also important to ask questions to make yourself comfortable to see you are in right direction. His perk to contribute towards closing is generous. I would recommend he is a better choice compared to other realtors I have worked in the past.

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perm_identityTusharmane

Harish was fantastic to work with and attentive to our needs. He was always timely in responding to our requests, even at odd hours of the night and morning. I would highly recommend Harish.

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perm_identityneeraj chadha

Harish is very knowledge about the real estate market and was extremely helpful during the negotiation phase of the purchase. I will highly recommend him for all real estate needs.

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perm_identitymmidha

We had a great experience working with Harish Monga. He was very upfront about the pros and cons about each property we saw during the whole buying process. His after sale support was very good and he made the process of buying a house very easy for us. I would highly recommend him.

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perm_identityankitpatiar79

Harish is one of the best realtor in the bay area. We were taken by surprise when we met Harish. We shared an instant connection. Buying home didn’t look very simple to us but Harish knowledge, experience and guidance kept us on the right track. He stayed transparent through the process so we knew exactly what was happening from start to the finish and got what we wanted for our house. We would recommend Harish Monga to both sellers & buyers.

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perm_identityApril Aguren

We were concerned in finding life insurance for my husband because of his age that we could afford. Working with Jyotsna made the search easy. She was able to sift through many different options and help us find the best plan with the best rating at a price we could afford. Though no one likes to think about end of life, it is good to have peace of mind knowing that if something happens, our family will be financially alright.

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perm_identityneeraj chadha

Harish is very knowledge about the real estate market and was extremely helpful during the negotiation phase of the purchase. I will highly recommend him for all real estate needs.

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