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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

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

Abdul Shah Insurance Advisor
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15 Years in Business
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Closed now
Serving ZIP Codes:95624, 95757, 95758, 95759
From the Business:Abdul Shah Insurance Advisor, I help customers to identify the insurance coverage that best fits your needs. This process is personalized to help make you smarter about insurance. I have the knowledge and and experience to help you better understand your coverage options whether that's auto, home, life, business insurance, Farmers Financial Solutions and more.Read more

Exceed Insurance Agency Inc
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16 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
From the Business:Exceed Insurance is a premier Insurance broker with Offices in Indiana & California Servicing all over the USA with Specialized Insurance ProductsRead more

Amandeep Singh Insurance Agent
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15 Years in Business
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Closed now
- 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 Automobile Insurance, Business Insurance, Condo Insurance, Health Insurance, Home Insurance, Homeowners Insurance, Liability Insurance, Life Insurance, Medicare Advisors, Renters Insurance, and Small Business insurance Amandeep Singh Insurance Agency we have the tools and knowledge to get you the coverage you need at a price that you can afford. The beauty of being an Independent Agency is that work for you, not for the Insurance Carriers which means we can do the shopping for you and find the best coverages at grfantasticates so we let you decide. Have questions about your insurance? We take pride in sharing our knowledge with our clients so you don’t get on the road and ever wonder if you are covered.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
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

Farmers Insurance - Naren Mehta
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16 Years in Business
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Closed now
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
From the Business:As your personal Farmers Insurance agent, I believe in keeping you informed of ways to protect what''s important to you. Whether you''re looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case you''re involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. 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

Markus Patel Insurance Advisor
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16 Years in Business
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Closed now
Serving ZIP Codes:89501, 89502, 89503, 89506, 89509
From the Business:Markus Patel Insurance Advisor, I am one of the most distinguished Insurance Services in Reno, NV. I specialize in Automobile Insurance,Business Insurance,Condo Insurance,Health Insurance,Home Insurance,Life Insurance,Motorcycle Insurance,Renters Insurance,Small Business Insurance,Condo Insurance,Recreational Insurance,Umbrella Insurance. 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

Pietrus Insurance Services
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Established Since 1996
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Open 24hrs
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
From the Business:We are an independent insurance agency that has been in business for more than 21 years. Here at Pietrus Insurance Services, we are dedicated to you and all your different insurance needs. We've been around for over 21 years, and we've won several awards for the best insurance firm. But, our most important win is making you a happy, life-long customer. Some of the benefits you will enjoy include: Same day auto insurance - normally within a few minutes; 24/7 assistance; Friendly, helpful, and knowledgeable staff; Personal account manager; Safety First tips for you and your family; Free business consultations; Life insurance explained at your fingertips; Discounts on car insurance rates; A member's only online resource; Discounts when you bundle; Business packages. Some of what we insure: Cars, Boats, RV's, Life, Business, Specialty. We represent several A+ rated insurance carriers or companies for Homes, Auto, Life, BOP, Motorcycle, Commercial, Retirement Plans, IRA, medicare products, Health and Accident insurance. Our Life insurance products are Whole Life (index and Permanent), Term insurance. We do not have variable based life insurance products.Read more

Gurpreet Singh - NihaLife Insurance And Financial Solutions
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:95624, 95757, 95758, 95759
From the Business:Believe in Financial Education and getting to know our clients and their fundamental financial needs. We also help with comprehensive personal financial planning. We have years of insurance and investment experience helping clients prepare for the unknown. Ask us about: College Planning Proper Protection, Insurance Retirement Planning Wealth Transfer Final Expenses Financial Education Gaps We can access many different insurance and investment products so you can get the right one for you.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:94203, 94299, 95811, 95812, 95814
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

Seema Monga Insurance Agency
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16 Years in Business
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Claimed
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Closed now
- 0E30952
Serving ZIP Codes:96101
From the Business:As your local Farmers® agent in Fremont, 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

All In Insurance Service
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1 Year in Business
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Claimed
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Closed now
- 0M00689
Serving ZIP Codes:96101
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 offering customized insurance solutions tailored to their specific needs. All In Insurance Services operates with a customer-centric approach, ensuring that clients receive personalized guidance when selecting the right coverage. The company works with multiple insurance providers to find competitive rates and comprehensive policies that align with clients' financial and protection goals. Whether someone is seeking coverage for their home, vehicle, or business operations, Anil and his team strive to provide the best possible solutions. In addition to offering standard insurance products, All In Insurance Services specializes in risk assessment, helping clients prepare for unexpected situations with proactive coverage planning. Under Anil’s leadership, the company has built a reputation for reliability, transparency, and excellent customer service.Read more

Surai Financial LLC - Insurance Services
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5 Years in Business
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Claimed
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Open 24hrs
- 21220804
Serving ZIP Codes:96101
From the Business:Empower Your Future - Your Trusted Life Insurance PartnerAre you ready to take control of your financial future and protect what matters most? At HGI, we specialize in providing personalized life insurance solutions that meet your unique needs. Whether you're securing your family’s financial stability, planning for retirement, or building a legacy, we’re here to guide you every step of the way.As a proud partner of industry-leading insurance companies like AIG, Athene, and Nationwide, we offer a wide range of products, including wills and trusts, guaranteed lifetime income, and protection from critical and chronic illnesses. Our solutions are designed to provide peace of mind and financial flexibility for every stage of life.Why Choose HGI?Trusted Expertise: Backed by a team of knowledgeable agents, we ensure tailored solutions to fit your goals.Comprehensive Products: From wealth preservation to estate planning, we provide tools like wills and trusts, guaranteed income strategies, and financial protection from life’s uncertainties.Client-Focused Approach: We prioritize your needs, offering transparency and personalized service.Strategic Solutions: Our approach focuses on minimizing risk, maximizing growth, preserving and transferring wealth, and optimizing taxes to help you achieve financial security and prosperity.At HGI, we’re not just about insurance—we’re about empowering individuals and families to achieve their dreams. With our world-class training and support, we also offer opportunities for individuals interested in becoming life insurance agents. If you’re entrepreneurial, passionate about helping others, and ready to make a difference, join our team and build a rewarding career with unlimited potential.Protect your loved ones, grow your wealth, and secure your future with HGI. Contact us today for a free consultation and discover how we can help you achieve financial peace of mind.Read more

Hassan Jadidi CLU, CHFC, MBA
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16 Years in Business
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Claimed
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By Appointment
- 0E96370
Serving ZIP Codes:96101
From the Business:Hassan Jadidi holds a Bachelor of Science in Accounting and a Master of Business Administration. Jadidi was involved in coaching and supporting Drexel University wresting programs as a volunteer assistant coach during years of 1999 to 2010. He worked primarily in marketing and education, with a focus on planned giving, before becoming a full-time financial representative. Jadidi is involved in providing financial education to corporations and working with cultural market business owners who need his advice to organize and transfer their wealth and businesses to new generation. He is proud to support clients at the Pacific Advisors office near San Jose in Campbell, California. Jadidi invests first in himself to provide the best value to his clients. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients. In addition to his academic degrees and meeting the base requirements for his industry, Jadidi has obtained two very important designations in the insurance and financial industry, Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®), as well as Life Underwriter Training Council Fellow (LUTCF). Jadidi's experience with accounting and auditing helps him to look deliberately into individual financial statements. His client base is diverse. Many of his clients are small business people, most of whom founded and now run their own businesses. Building secure financial futures often includes areas such as tailored income strategies, tax-reduction strategies, succession planning for business owners, life insurance planning, and effective asset allocation and coordination.Read more

Mohindera Financial, Inc - Insurance Services
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:96101
From the Business:Mohinder Kumar is a financial educator with a strong desire to help others. Mohinder proactively educates customers regarding their financial wellness journey on key topics such as investments, debt prioritization, and budgeting. Mohinder was introduced to the field of financial education by a friend and soon saw the demand in the market for financial literacy. With encouragement from his family, he launched his career and has been serving the San Francisco Bay Area for the past 10 years. In his free time, Mohinder likes to travel internationally with his family. Get in touch today to start learning about your financial future!Read more

MoneyWise-Life LLC
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15 Years in Business
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Claimed
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By Appointment
Serving ZIP Codes:94203, 94299, 95811, 95812, 95814
From the Business:Financial Security & Investment Planning with Moneywise Life. financial advisor to get effective and affordable investment planning; Steady Retirement Income & Secure Family Protection plans, financial retirement planning. Let us do the analysis to figure out what plan is the best deal for you. A life insurance agent can uncover a plan that fits your lifestyle and budget. We will help to build your financial security. ou will find insurance plans for the entire family to help cover serious life & medical emergencies. We can help you save on college education, family emergencies, disabilities, financial retirement planning, Investment Planning, Long term care and death benefits tax-free cash accumulation through investment strategies from our varied provider network customized to suit your individual needs. Secure your family, build wealth under the astute guidance of MoneyWise-Life; we offer you a free customized Financial Need Analysis [FNA] anytime 7 days a week at your convenience. MoneyWise Life is a one-stop-shop for all your financial needs. Opportunity: Some of the wellknown carriers-North American; AIG; Nationwide; Bestow; Prudential;Athene; Alliance and many more; We also offer Commerical General Insurance; Homeowner Insurance; Automobile Insurance. At Moneywise-Life we also help build careers by offering a ‘distribution agency’ for motivated persons with an entrepreneurial mindset. A Ready-to-go System and tools will be provided at the time of registration. If you would like to earn passive income lifelong, be self enabled & help the community contact us .Read more

Preethi Independent Insurance Advisor
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4 Years in Business
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Claimed
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Open 24hrs
Serving ZIP Codes:96101
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 tailored to your unique healthcare for family needs and for Small employer group health. *Life Insurance – Term and Permanent policies designed to provide affordable coverage, protect loved ones, and support future financial goals. *Will & Trust Packages / Estate Planning – In partnership with experienced and trusted attorneys, ensuring your legacy and assets are well protected. My approach focuses not only on benefits and coverage details, but also on educating clients about the importance of preparing for unforeseen circumstances — offering insurance solutions that truly fit their needs and budget. *No fees. *Just honest guidance to help you make informed decisions.Read more

Namaste Insurance Services
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Established Since 2017
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Claimed
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Closed now
- CA6001662
Serving ZIP Codes:96101
From the Business:Nestled in the beautiful and cozy Farrelly Pond neighborhood, in the heart of San Leandro, CA, Namaste Insurance Services, is here to offer you a wide range of personal, commercial, and specialty insurance products and services in and around California. We are a local, insurance agency that goes above and beyond to ensure that you get the right coverage at an affordable rate. Our dedicated team of experts will assess your unique needs and design a customized insurance plan that safeguards your home and valuable assets. Get a no-obligation quote today and ensure peace of mind for your cherished property. We comprehend the complexity of attaining optimal coverage to mitigate liability and losses. Hence, we stand ready to provide adept guidance throughout the process, ensuring tailored solutions for your unique needs.Read more
Ratings & Reviews for Small Business Insurance
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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