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Best Indian Life Insurance Agent & Broker in San Diego

All In Insurance Service

From the Business: Anil Chawla is the President of All In Insurance Services, an insurance firm based in Orange, California, that provides a wide range of coverage options, including home, auto, business, workers' compensation, and life insurance. With extensive industry experience, Anil is committed to helping individuals and businesses protect their assets by offe...

Preethi Independent Insurance Advisor

From the Business: Im Preethi, a licensed independent insurance professional live in Dallas Texas, and travel to other states across America where licensed, to help individuals, families, and business owners achieve financial protection and long-term success through personalized insurance strategies.I specialize in: *Health Insurance – Marketplace (ACA) plans tailo...

Rajesh Ravikumar Licensed Financial Professional

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, ...

Teksome Financial
Serving the San Diego Area
Opens at 9:00 AM
Verification -  

From the Business: Teksome Financial is a holistic financial services and planning firm dedicated to helping clients build financial confidence and long-term security through tailored solutions and expert guidance. Led by experienced financial professionals, Teksome Financial offers a range of services including term life insurance, index universal life insurance, a...

Visam Financials

From the Business: Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are ente...

Wealth Summit Financial
Serving the San Diego Area
Opens at 9:00 AM
Verification -  

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...

Hiren Patel Wealth Management Advisor

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 ...

AKM Financial Services
Serving the San Diego Area
(Pin: 19013)
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From the Business:

At AKM Financial Services, we are not just financial experts; we are dedicated partners on your journey to financial success. With a profound commitment to integrity, professionalism, and personalized service, we offer a comprehensive suite of financial solutions to individuals and businesses alike.Our team of seasoned professionals brings year...

Surefinbiz Financial Services
50% Offer available VIEW OFFER

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

Ohana Wealth Legacy

From the Business: When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or loo...

TAAJ Financials

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 ...

Manjeet Singh, Financial Service Professional

From the Business: Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially ex...

Manan Parikh Insurance
Serving the San Diego Area
Opens at 9:00 AM
Verification -  

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...

Vital Financials
Serving the San Diego Area
Opens at 9:00 AM
Verification -  

From the Business: Vital Financials is a premier financial planning firm in Seattle, WA, dedicated to helping individuals and families achieve financial security and long-term prosperity. Specializing in family protection, tax diversification, retirement planning, and long-term care insurance, we provide personalized financial solutions tailored to each client's uni...

9988 Hibert Street Suite 310, San Diego, CA 92131, USA

From the Business: Alice Hu focuses on retirement income stabilization through specialized annuity products and guaranteed income riders. Alice’s strategy integrates these insurance tools with traditional investment portfolios to reduce sequence-of-returns risk during withdrawal phases. She meticulously explains the contractual guarantees of various annuity types (f...

3505 Camino Del Rio South Suite 305, San Diego, CA 92108, USA

From the Business: Mohammed Kuyateh is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Mohammed strategically structures annuities to create a stable income floor, insulating clients from market volatility in their later years. He meticulously explains the contractual guarant...

6050 Santo Road Suite 100-C, San Diego, CA 92124, USA

From the Business: Paul Kochur is dedicated to helping individuals and families secure their retirement through guaranteed income planning using fixed and indexed annuities. Paul strategically structures annuities to create a stable income floor, insulating clients from market volatility in their later years. He meticulously explains the contractual guarantees, incl...

10875 Rancho Bernardo Rd Suite 106, San Diego, CA 92127, USA

From the Business: Joseph Richards is an expert in leveraging permanent life insurance for tax-advantaged wealth transfer and legacy creation. Joseph 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 the...

880 Canarios Ct Suite 230, Chula Vista, CA 91910, USA

From the Business: Nancy Thomas is an expert in leveraging permanent life insurance for tax-advantaged wealth transfer and legacy creation. Nancy works with clients to strategically position cash-value policies as supplemental retirement funding and a guaranteed legacy asset. She meticulously models the tax benefits of policy growth and withdrawals, comparing them a...

10875 Rancho Bernardo Rd Suite 106, San Diego, CA 92127, USA

From the Business: Gill Hysons specializes in providing specialized insurance solutions for small businesses in the retail and service sectors. Gill specializes in commercial property, general liability, and business interruption insurance, ensuring operational continuity after a covered loss. She conducts detailed inventory and equipment valuations to prevent under...

251 N. City Dr. Suite 107, San Marcos, CA 92078, USA

From the Business: Patricia Thomas specializes in providing comprehensive health and disability insurance for self-employed individuals and those in the gig economy. Recognizing the lack of traditional benefits, Patricia prioritizes robust "own-occupation" disability income and high-quality, individual health plans. She meticulously designs policies to account for ...

From the Business: Siyavask Askarai Insurance Advisor , 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 und...

1605 W Mission Rd ste a, San Marcos, CA 92069, USA

From the Business: Kashif Ahmed is a Farmers Insurance agent based in San Marcos, California, operating under the Kashif Ahmed Insurance Agency Inc. With over 12 years of experience, he assists clients in identifying insurance coverage that best fits their needs. Kashif offers a range of insurance products, including auto, home, renters, life, and business insurance...

2530 Vista Way, Oceanside, CA, United States

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 Age...

1455 Frazee Road Suite 325, San Diego, CA 92108, USA

From the Business: Randall Johns specializes in providing specialized insurance solutions for owners of rental properties and residential real estate investment portfolios. Randall ensures policies include essential Landlord Insurance components, covering both the structure and the crucial loss of rental income (Loss of Rents coverage). He advises on necessary liabi...

Showing 1 - 25 of 68 results
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Customer Reviews for Insurance Services in San Diego Metro Area

Rated 5/5 based on 19 reviews
D
DAcqueline Shelby rated5.0
3 weeks ago

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

j
jae simmons rated5.0
3 weeks ago

Very professional. Easy to communicate with.

A
Ashley Robinson rated5.0
3 weeks ago

Service is always amazing!

O
Ocienya Williams rated5.0
3 weeks ago

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.

a
amaya cook rated5.0
4 weeks ago

very transparent and great communication

s
sarah hulmesrated5.0
4 weeks ago

Great service! Would recommend to anyone

A
Ashley Mboumbarated5.0
4 weeks ago

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!

A
Amrutha Yallarated5.0
2 yrs ago

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

B
Bogavelly Sandeeprated5.0
2 yrs ago

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

H
Hari Bellaryrated5.0
2 yrs ago

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

K
Krish Reddyrated5.0
2 yrs ago

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

P
PHYLISIA NISHAY PHILLIPSrated5.0
3 yrs ago

I would recommend her to anyone she's helped my credit score tremendously in only 3 month timings she will get you right go see her you want regret it.!

c
chrisrated5.0
9 months ago

Manan is a rock star! I was lucky to come across his services when purchasing a new home. He quoted me the lowest rate by a wide margin, and with great coverage! Impressed with the first policy, I asked him to review my rental property’s policy as well. He managed to get me more coverage for about half the cost I was previously paying. He’s responsive, fast, and an absolute pleasure to work with. Couldn’t recommend him more highly!

C
Carlos M., Sunnyvalerated5.0
11 months ago

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

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

Needed a business loan to expand my restaurant. Banks kept rejecting me, but Manjeet connected me with a lender who said YES. His network is unmatched—will use him for all future financial needs!

S
Simran D., Milpitasrated5.0
11 months ago

Finally, a financial advisor who speaks Punjabi! Manjeet helped my parents (who don’t speak English) navigate their mortgage with ease. His honesty and expertise made us feel secure. We’ll refer everyone to him!

R
Raj T., Fremontrated5.0
11 months ago

I refinanced my home with Manjeet and couldn’t be happier. He found hidden fees in my old loan and got me a better deal in just 2 weeks. Speedy, professional, and truly cares about clients. 10/10!

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

Manjeet Singh is a lifesaver! As a first-time homebuyer, I was overwhelmed, but he explained every step clearly—from pre-approval to closing. He secured me a 3.2% rate when others offered 3.8%, saving me thousands. His patience with my 100+ questions was incredible. Highly recommend for mortgages or refinancing!

J
Jagadeeshtrated5.0
3 yrs ago

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

FAQ
How do I find a right life insurance agent?

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

How much life insurance do I need?

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

Do I need an agent to buy life insurance?

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

At what age should you buy life insurance?

The right age would be 35 and 35 plus.

What is the average life insurance cost per month?

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

Vital Financials

Vital Financials

Serving the San Diego Area
Financial & Taxation Services - Life Insurance +23 more
Manan Parikh Insurance

Manan Parikh Insurance

Serving the San Diego Area
Insurance Services - Life Insurance +34 more
TAAJ Financials

TAAJ Financials

Serving the San Diego Area
Financial & Taxation Services - Life Insurance +34 more
Ohana Wealth Legacy

Ohana Wealth Legacy

Serving the San Diego Area
Financial & Taxation Services - Life Insurance +19 more

Life Insurance Providers yet to be reviewed in San Diego Metro Area

Kalpnesh Patel Insurance Agent

4365 Executive Drive, San Diego, CA, USA
Insurance Services - Life Insurance +1 more

Khyati Shah Agent And Financial Services Professional

4365 Executive Drive, San Diego, CA, United States
Insurance Services - Life Insurance +4 more

Danny Patel Insurance Agent

345 F St, Chula Vista, California, USA
Insurance Services - Life Insurance +2 more

Anna Ayala Insurance Agent

619 North 2nd Avenue, Chula Vista, CA, USA
Insurance Services - Life Insurance +1 more

Sudha Shan Insurance Agent

1011 Camino del Rio South, San Diego, CA, USA
Insurance Services - Life Insurance +7 more

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