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Value Financial Services
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15 Years in Business
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
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

AKM Financial Services
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5 years in Business
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
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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Ohana Wealth Legacy
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12 Years in Business
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
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

Jyotsna Paul Independent Life Insurance Agent
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16 Years in Business
Serving ZIP Codes:95695, 95776
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

Amandeep Singh Insurance Agency
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15 Years in Business
- 0i08973
Serving ZIP Codes:95661, 95678, 95747
From the Business:I am one of the most distinguished Insurance Services in Roseville, CA. I specialize in Accident Insurance,Automobile Insurance,Boat Insurance,Business Insurance,Commercial Insurance,Commercial Truck Insurance,Condo Insurance,Health Insurance,Home Insurance,Life 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

Matthew Garcia Insurance Advisor
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15 Years in Business
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By Appointment
Serving ZIP Codes:95670, 95742
From the Business:Matthew Garcia got to know many local families as an Allstate agent in Rancho Cordova. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs. I’m committed to helping Rancho Cordova 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 Rancho Cordova today.Read more

Major Singh Chauhan Insurance Agent
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15 Years in Business
Serving ZIP Codes:95630, 95763
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

Amandeep Singh Insurance Agency
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5 Years in Business
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Open 24hrs
Serving ZIP Codes:95661, 95678, 95747
From the Business:Amandeep Singh Insurance Agency is a trusted insurance firm based in Roseville, California, providing a wide range of personal and commercial insurance services. Led by Amandeep Singh, the agency offers customized coverage solutions, including auto, home, life, health, and retirement planning, as well as specialized products like earthquake and flood insurance. For businesses, the agency provides essential commercial coverage, including business owners policies, workers' compensation, and trucking insurance. Amandeep Singh Insurance Agency is committed to delivering personalized service, working with top carriers to ensure clients receive the best options to meet their unique needs. Whether for personal or business insurance, the agency focuses on providing comprehensive protection and peace of mind to its clients.Read more

Sara M Smith Insurance Agent
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15 Years in Business
Serving ZIP Codes:95661, 95678, 95747
From the Business:we can help you fully understand your insurance coverage options - whether you're looking for life, and retirement solutions, or more! we are passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, we 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! ThanksRead more

Surjit Kaur Insurance Advisor
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5 Years in Business
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Open 24hrs
Serving ZIP Codes:95661, 95678, 95747
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

Aamit Singh Chowdhury Insurance Agent
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15 Years in Business
Serving ZIP Codes:95624, 95757, 95758, 95759
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

Shiva Raja Chatkara Insurance Agent
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5 Years in Business
Serving ZIP Codes:95624, 95757, 95758, 95759
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

NRInsured
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2 Years in Business
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
From the Business:NRInsured is a specialized insurance agency catering to the unique needs of Non-Resident Indians (NRIs). The platform offers a wide range of insurance solutions, including both guaranteed and unit-linked plans designed to meet the financial requirements of NRI clients. Among the guaranteed plans are options like the Money Back Super Plan, which provides periodic payouts along with life coverage, and the Assured Income Plan, offering a fixed income stream after a specified period. For those seeking long-term financial stability, the Long Term Income Plan provides increasing survival benefits. The unit-linked plans, such as the Big Dreams Plan and Wealth Protection Plan, offer greater flexibility with the potential for higher returns, leveraging market-linked investments while ensuring life coverage. With a focus on personalized service and comprehensive solutions, NRInsured aims to help NRIs achieve their financial goals and protect their wealth, regardless of their location.Read more

Jitendra Singh Insurnace Advisor
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16 Years in Business
- 0I63969
Serving ZIP Codes:95661, 95678, 95747
From the Business:Jitendra Singh Insurnace Advisor, I am one of the most distinguished Insurance Services in Roseville, CA. I specialize in Health Insurance,Life Insurance,Medicare Advisors,Retirement Insurance Planning. 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. Read more

Narinder Singh Insurance Advisor
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15 Years in Business
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Closed now
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
From the Business:Narinder Singh as your local Farmers agent in the Sacramento Valley region of CA, I help customers like you identify the insurance coverage and investments that best fit your needs. On the insurance side, this process is straightforward and personalized to help make you smarter about insurance. My staff and I have the knowledge and experience to help you better understand your coverage options--whether that's auto, home, renters, business insurance and more.Read more

Susan M Guzman Insurance Agent
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5 Years in Business
Serving ZIP Codes:89101, 89102, 89103, 89104, 89107
From the Business:we can help you fully understand your insurance coverage options - whether you're looking for life, and retirement solutions, or more! we are passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, we 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! ThanksRead more

Anish Verma
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5 Years in Business
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Closed now
- 0M12074
Serving ZIP Codes:95667
From the Business:I am one of the most distinguished Insurance Services in Placerville, CA. I specialize in Automobile Insurance,Home Insurance,Homeowners Insurance,Personal Insurance,Retirement Insurance Planning As your local Farmers® agent in Placerville, CA, I help 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. I have the knowledge and experience to help you better understand your coverage options--whether that's auto, home, renters, business insurance and more.Read more

Sheryl Umali Yabut Insurance Agent
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5 Years in Business
Serving ZIP Codes:95624, 95757, 95758, 95759
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

Harjap Singh Insurance Advisor
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7 Years in Business
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Open 24hrs
Serving ZIP Codes:95661, 95678, 95747
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
Life Insurance/Health Insurance/Long Term Care/Annuity At Folsom/EDH/Sacramento
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5 Years in Business
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Claimed
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Open 24hrs
Serving ZIP Codes:95630, 95763
From the Business:I am one of the most distinguished Insurance Services in Folsom, CA. I specialize in Health Insurance, Life Insurance, Business Insurance, Disability Insurance, Liability Insurance, Personal Insurance, Retirement Insurance Planning, Small Business Insurance, Visitors Insurance, Workers Compensation.Read more

Kiranjeet Kaur Insurance Agent
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5 Years in Business
Serving ZIP Codes:95624, 95757, 95758, 95759
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

Ranbir S Sangha Insurance Agent
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15 Years in Business
Serving ZIP Codes:95648
From the Business:We 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 us. Thanks !Read more

Niha Life Insurance And Financial Solutions
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15 Years in Business
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
From the Business:I am one of the most distinguished Insurance companies in Sacramento, CA. I specialize in Business Insurance, health insurance, life insurance,Medicare Advisors, retirement insurance planning,Long-Term Care, estate planning, wealth transfer, protection planning, and managing compliance. Risk Nihalife operates with a very unique approach to connecting closely with our clients, their loved ones, and their businesses. With a passion for financial education, we seek to provide the knowledge and guidance necessary to make impactful decisions. Our team strives to deliver unmatched service, from education planning to preparing for retirement. Working with us means applying meaning to your overall wealth picture.Read more

Sherien Shama Nand Insurance Agent
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5 Years in Business
Serving ZIP Codes:95624, 95757, 95758, 95759
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

Kallirai Insurance Bond Services
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Established Since 2010
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Open 24hrs
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
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 those approaching retirement. For more details, kindly contact me. Thanks! Whether you're looking for life, a retirement plan, or more! We are passionate about providing outstanding customer service and educating our clients on their insurance policies. Rather than pushing products or handing out quotes, we will take our time to understand your situation, assess 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. For more details, kindly contact me. Thanks.Read more
Ratings & Reviews for Retirement Insurance Planning
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
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