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Value Financial Services
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15 Years in Business
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
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:19019, 19078, 19092, 19099, 19101
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

Vela Life Plan
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5 Years in Business
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
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:19019, 19078, 19092, 19099, 19101
From the Business:Ravi Kapalli is a financial professional who brings 20 years of distinguished corporate experience and four years in financial services to every client conversation. He leads with a clear vision: build a high-caliber team and expand entrepreneurial opportunity within the industry. His practice delivers a dual focus—personalized financial education and one-to-one consultation for individuals, alongside tailored pathways for aspiring advisors to launch and grow careers in finance. Ravi’s expertise includes tax efficiencies, risk diversification, estate planning, and business continuation planning. He primarily serves successful, affluent professionals, guiding them with clear strategies toward long-term prosperity, protection, and financial freedom.Read more

Visam Financials
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Established Since 2019
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
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

AKM Financial Services
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5 years in Business
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
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:19019, 19078, 19092, 19099, 19101
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:19019, 19078, 19092, 19099, 19101
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

Mary K Haran Insurance Agent
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5 Years in Business
Serving ZIP Codes:18407
From the Business:Welcome to Mary K Haran Insurance Agent. providing insurance service in Greenfield Township, PA. Will commonly sell one or more types of insurance, life, retirement solutions and health and long-term care insurance. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement. To know more details kindly contact me. Thanks !Read more

Brian Nardini Insurance Advisor
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5 Years in Business
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Closed now
Serving ZIP Codes:19040
From the Business:As a Hatboro-Horsham resident since 2007, I’ve gotten to know many local families over the years. I am incredibly excited that I’m now able to serve my own community and build local relationships as an Allstate agent. I look forward to getting to know you, your family and your unique needs. I’m committed to helping Hatboro-Horsham residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Hatboro today.Read more

Ashish Joshi Life Insurance Agent
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:19044
From the Business:Ashish Joshi as a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Available at Delaware Mahalakshmi Hindu Temple on Every First Saturday of the Month between 2PM-4PM for Personalized Assistance in Choosing Financial Products that Work Best for you.Read more

Aayushi Patel Insurance Advisor
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15 Years in Business
Serving ZIP Codes:19020
From the Business:I am one of the most distinguished Insurance Services in Bensalem, PA. I specialize in Automobile Insurance, Business Insurance, Condo Insurance, Health Insurance, Home Insurance, Homeowners Insurance, Liability Insurance, Life Insurance, Medicare Advisors, Motorcycle Insurance, Personal Insurance, Renters Insurance, and Travel insurance when it comes to preparing for 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, 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. For more details kindly contact me.Read more
Visitors Insurance
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5 Years in Business
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Claimed
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
From the Business:Visitors Insurance™ provides Short-term or Long-term health insurance for Foreign Nationals (Parents and relatives) Visiting to USA or Worldwide, temporary residents of the USA or U.S citizens traveling abroad with their international travel insurance neeRead more

Narinder Garg - Prudential Financial Professional
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5 Years in Business
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By Appointment
Serving ZIP Codes:19406, 95961
From the Business:Narinder Garg is a financial professional agent working in Prudential Financial, Inc. He is a Member National Association of Insurance and Financial Advisors; Lifetime Member of the Million Dollar Round Table. He is also Member of Gujarati Samaj, Indo American Club, U.P Association of Greater Philadelphia, and Past President Gideons International.Read more

Rakesh Mohindroo - Prudential Financial Professional
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16 Years in Business
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By Appointment
Serving ZIP Codes:19067
From the Business:Rakesh Mohindroo working as a Financial Professional agent in Prudential Financial Inc. He specialize in Life Insurance, Managing Money to large client’s basis. As a local prudential financial professional, I am authorized to distribute quality umbrella and auto insurance exclusively through Plymouth Rock. I am proud to offer you products from a company that stands behind its motto, “More than just insurance. Plymouth Rock Assurance." When you join the Plymouth Rock family, rest assured you’re backed by a company that truly cares about your well-being. Beyond excellent customer care and claim service, Plymouth Rock offers huge savings with discounts up to 50% on already competitive rates. Plymouth Rock Assurance is a marketing name used by a group of separate companies that write and manage property and casualty insurance in multiple states. Insurance in New Jersey is underwritten by High Point Property and Casualty Insurance Company and its affiliates. Each company is financially responsible only for its own insurance products. Certain restrictions and limitations apply. Prudential Insurance Agency, LLC (Prudential), Newark, NJ distributes auto and other property and casualty products that are offered by Plymouth Rock Management Company of New Jersey. Prudential is not affiliated with Plymouth Rock or High Point.Read more

Anant Kulkarni Insurance Advisor
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15 Years in Business
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Open 24hrs
Serving ZIP Codes:18914
From the Business:Anant Kulkarni Insurance Advisor, 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 clients approaching retirement .Read more

Anita Petroski Insurance Agent
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5 Years in Business
Serving ZIP Codes:15501, 15510
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

Tariq-Ibn Rasheed Insurance Agent
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15 Years in Business
Serving ZIP Codes:19004
From the Business:As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Read more

Amira H Zahir Insurance Agent
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5 Years in Business
Serving ZIP Codes:19080, 19087, 19089
From the Business: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 clients approaching retirement .For more details kindly contact me. Thanks!Read more

Tila Rupa Dahal Insurance Agent
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15 Years in Business
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Closed now
Serving ZIP Codes:17573, 17601, 17602, 17603, 17608
From the Business:I am one of the most distinguished Insurance Services in Lancaster, PA. I specialize in Automobile Insurance,Boat Insurance,Business Insurance,Commercial Insurance,Condo Insurance,Health Insurance,Home Insurance,Life Insurance,Medicare Advisors,Renters Insurance,Travel Insurance,Loan ServiceWhen 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

Nigro Insurance Agency
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Established Since 2012
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Closed now
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
From the Business:Nigro Insurance Agency is situated in Philadelphia, Pennsylvania. We are specialized to offer Auto, Home, Life, Health, All Business and Commercial Insurance. Our goal is to provide proactive and prudent advice combined with recommendations to enable businesses and individuals to better understand their insurance policy. Read more

Cohen Partners LLC
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5 Years in Business
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
From the Business:Cohen Partners is an independent insurance brokerage that delivers integrated solutions to meet client needs in business, benefits, life, and personal insurance. In today’s increasingly complex world, no single solution can be expected to meet your business or personal needs. Our team of knowledgeable professionals offers flexible, comprehensive insurance and financial plans that are right for you.Read more

Subin Alias Insurance Agent
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5 Years in Business
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Open 24hrs
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
From the Business:Subin Alias is a professional insurance agent dedicated to helping individuals and families find the right coverage for their needs. He specializes in various types of insurance, including auto, home, life, and business policies. With a client-first approach, Subin ensures that his customers receive personalized advice and affordable coverage options that fit their specific requirements. Known for his expertise, reliability, and commitment to excellent service, he helps clients navigate the complexities of insurance, making the process simple and stress-free. Whether you're looking for basic coverage or comprehensive protection, Subin Alias is a trusted advisor who can guide you in making informed decisions.Read more

Minakshi Malhotra Insurance Advisor
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15 Years in Business
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Open 24hrs
Serving ZIP Codes:18914
From the Business:Minakshi Malhotra Insurance Advisor, 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 clients approaching retirement .Read more

Joseph Mathew Insurance Agent
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15 Years in Business
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Closed now
Serving ZIP Codes:19019, 19078, 19092, 19099, 19101
From the Business:Joseph Mathew Insurance Agent in Philadelphia, PA. For further inquiries, contact Mohammad Y Bajwa via phone or email. Proud to serve the areas of Philadelphia, Pennsauken NJ, Cinnaminson NJ, Cherry Hill NJ, Camden NJ, Maple Shade NJ, Collingswood NJ, Audubon NJ, Gloucester City NJ. Call or email me today for a personalized insurance review. Languages: Filipino, Malayalam, Gujarati, Russian, Hindi.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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