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Hiren Patel Wealth Management Advisor
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16 Years in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

Value Financial Services
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15 Years in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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

Manan Parikh Insurance
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Established Since 1980
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:As one of the most distinguished insurance service providers throughout the US, we specialize in a comprehensive range of insurance solutions tailored to meet the diverse needs of individuals and businesses. Our expertise spans: • Personal Insurance: Property, Accident, Automobile, Burial, Condo, Dental, Disability, Domestic, Homeowners, Landlord, Life, Renters, Travel, Travel Medical, Umbrella, and Visitors Insurance. • Business Insurance: Commercial, Commercial Truck, Liability, Small Business, Workers’ Compensation, and Event Insurance. • Health & Financial Protection: Health, Medicare Insurance, Medicare Advisory Services, Mortgage, and Retirement Insurance Planning. • Specialty Coverage: Flood, Home & Rental, and more. With a commitment to Growth, Trust, and Protection, we provide tailored solutions that safeguard what matters most to you. Call today if are looking to building wealth, protecting assets, and creating sustainable income streams. Read more

Visam Financials
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Established Since 2019
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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:37501, 37544, 38103, 38104, 38105
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
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5 Years in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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

AKM Financial Services
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5 years in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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
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12 Years in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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
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Established Since 15 Years
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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
Karin Johnson Insurance Agent
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0 Year in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Karin Johnson focuses on securing family legacies through structured life insurance and college funding strategies. Karin 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. Karin'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
Ranise Jacobs Insurance Agent
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0 Year in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Ranise Jacobs focuses on securing family legacies through structured life insurance and college funding strategies. Ranise 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. Ranise'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
Mary Alisha Slaughter Insurance Agent
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0 Year in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Mary Alisha Slaughter focuses on securing family legacies through structured life insurance and college funding strategies. Mary Alisha 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. Mary Alisha'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

Rani K Insurance Services
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5 Years in Business
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Rani K Insurance Services is a customer-focused insurance consultancy specializing in protecting what matters most to individuals, families, and businesses. With expertise across life, health, property, vehicle, liability, and specialty insurance, Rani K helps clients navigate the complex world of policies, premiums, and claims. The firm begins with a comprehensive needs analysis, understanding each client’s unique risk profile and financial goals, and then recommends tailored plans to provide clarity, value, and peace of mind. Through transparent communication, proactive support, and diligent follow-up, Rani K ensures clients feel secure, informed, and confident in their insurance decisions.Read more

Money In A Nutshell Inc.
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15 Years in Business
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Claimed
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Closed now
- 19414476
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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 the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServiceSM . Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Money In A Nutshell Inc is not a broker/dealer and/or an investment adviser. Money In A Nutshell Inc and Avantax are not affiliated. Read more

Kantilal M Patel Insurance Agency
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16 Years in Business
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Claimed
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Closed now
- 'Licensed in all 50 states
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:We are Independent Agent in Schaumburg, Illinois, serving all 50 states. free to choose the best carrier/company for your insurance needs. We work for you; We are able to offer you the best coverage at the most competitive price.Read more

Shree Financials LLC
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Established Since 2021
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Claimed
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Open 24hrs
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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.Read more

Rajesh Ravikumar Licensed Financial Professional
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5 Years in Business
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Claimed
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By Appointment
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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, Insurance Protection, Retirement Income Strategies, and Business Strategies. Through World Financial Group’s trusted platform, I offer personalized financial solutions designed to help you achieve your goals with confidence. Whether you’re planning for retirement, managing investments, or protecting your assets, I provide professional guidance tailored to your unique needs. For those with an entrepreneurial spirit, our system and expert leadership can also help you build your own business while supporting others. My mission is to help individuals and families across North America achieve true financial independence.Read more

Surefinbiz Financial Services
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15 Years in Business
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Claimed
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Closed now
- NPN 19454748
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
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, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more

Maralab Financials
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15 Years in Business
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Claimed
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Open 24hrs
- 17441699
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:I am one of the most distinguished Insurance Services in Piscataway, NJ. I specialize in Health Insurance,Life Insurance,Travel Insurance,Visitors Insurance,Personal Insurance,Business Insurance,Disability Insurance,Small Business Insurance,Workers Compensation,Liability Insurance,Retirement Insurance Planning,Medicare Advisors.Read more

Vidhya Subramanian Financial Professional
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Vidhya Subramanian is a Licensed Insurance Agent based in Edison, New Jersey. I sell insurance through New York Life Insurance. I provide more number of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully consider your needs and recommend appropriate solutions. Read more

Kinnari Patel Insurance Agent
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5 Years in Business
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Claimed
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Closed now
- 18611171
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:some of the qualities that life insurance agents must possess in order to be successful are as follows: client needs come first, provide excellent customer service, the agent must help the client see financial reality clearly even when the client is dead set against it, an agent must have the emotional intelligence to listen and empathize with the client on a deeper level in order understand the client's needs, high energy level, honesty and have excellent knowledge of an array of products, Read more

Abha Dwivedi, FSS, LUTCF, Managing Director
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16 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Hi I am Abha Dwivedi, FSS, LUTCF, Managing Director with Transamerica Agency Network, has professional opportunities for licensed agents. Transamerica Agency Network is recognized as leading providers of life insurance, savings and retirement solutions, serving millions of customers throughout the United States. As a Managing Director I am the front-line leadership of the company and mentor for our field force. I help provide guidance and innovative solutions to our agents to assist them with providing financial strategies for our clientele. I act with integrity, have high energy and boast success in mentoring, sales management and recruiting within the insurance and financial services industry. Transamerica Agency Network Career agents are employees of Transamerica Premier Life Insurance Company, and an equal opportunity employer. For more details contact me.Read more

Value Financial Services
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5 Years in Business
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Claimed
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By Appointment
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:I am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.Read more
Supreme Insurance Services
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Tushar Barot State Farm in Holly Springs is specialized in Health Insurance, Life Insurance, Business Insurance, Home Insurance, Automobile Insurance and Small Business Insurance. Tushar Barot is the Insurance Agent who holds the Tushar Barot State Farm. He is servicing at the Research Triangle area. Some of the other services Tushar Barot is well versed are Identity Protection, Leisure Vehicles Insurance, Long-Term Care and Sport Vehicles Insurance. He is providing Insurance service for more than 10 years in the Research Triangle area. His vast range of experience in the industry helps him to earn more clients along with their referrals as friends, relatives etc. Tushar Barot State Farm is available only on weekdays from 9:00 to 19:00. Protect your family and prepare for their future with the help of Tushar Barot State Farm. They also offer Banking Products, Annuities and Mutual Funds along with those Insurance services. Tushar Barot is an Insurance expert who offers products and services based on the client’s requirements and handles business in a significant way. Tushar Barot strives to earn the clients long term loyalty by providing exceptional client service while uncovering the requirements of each and every individual. Tushar Barot State Farm provides a warm, professional environment and offers smooth, efficient and logical services through all his client interactions. He behaves as a good neighbor to all his clients and makes them feel relaxed after having a meet with him. Tushar Barot also builds a good relationship with each of his clients and treats them all equally.Read more

Manjeet Singh, Financial Service Professional
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1 Year in Business
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Claimed
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Closed now
- Lic.# 0L74119
Serving ZIP Codes:37501, 37544, 38103, 38104, 38105
From the Business:Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.Read more
Ratings & Reviews for Life Insurance
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.
Allison, was very fast, honest, and straight forward. I would trust her with my life!! Thank you again AKM FINANCIALS! Best Tax job ever!
Allison is the best tax preparer I had working years. Her service is very great and I will continue to come back
Everything You Need to Know About Life Insurance

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

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:
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