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Manjeet Singh, Financial Service Professional Insurance Services San Jose, CA

Services

Highlights

  • Financial Advisorys

  • Personal Bankings

  • Strategic Plannings

  • Wealth Plannings

Accreditations
  • Phone verified
  • Mail verified
    Hours (EST)
  •  Business Hours
  • Business Owner Name
    • Manjeet Singh
    Contact Name
    • Manjeet Singh
    Business Address
  • 181 Metro Drive suite 550, San Jose, California, United States, 95101
  • San JoseCA
    37.3435-121.889
    Manjeet Singh, Financial Service Professional

Areas Served

About Manjeet Singh, Financial Service Professional

Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.

Additional Business Information
License Number
  • Lic.# 0L74119
Experience
  • 1 year
Social Media

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Reviews for Manjeet Singh, Financial Service Professional

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5 reviews
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C
3 months ago

Rated 5.0 Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!

A
3 months ago

Rated 5.0 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
3 months ago

Rated 5.0 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
3 months ago

Rated 5.0 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
3 months ago

Rated 5.0 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!

FAQ of Manjeet Singh, Financial Service Professional
    • 1. What services does Manjeet Singh Financial Service offer?

      Manjeet Singh Financial Service specializes in services like tax planning, financial consulting, wealth management, and business advisory.

    • 2. How experienced is Manjeet Singh Financial Service in the financial and consulting industry?

      With years of expertise, Manjeet Singh Financial Service is known for providing reliable and tailored solutions to clients.

    • 3. Can Manjeet Singh Financial Service assist with tax planning and financial management?

      Yes, Manjeet Singh Financial Service provides comprehensive tax and financial management services to meet diverse needs.

    • 4. What industries does Manjeet Singh Financial Service cater to?

      Manjeet Singh Financial Service caters to industries such as healthcare, technology, real estate, and individual clients.

    • 5. How does Manjeet Singh Financial Service support individuals and businesses in financial planning?

      Manjeet Singh Financial Service offers personalized financial planning to help achieve long-term goals effectively.

    • 6. What should I expect during my first consultation with Manjeet Singh Financial Service?

      Expect a thorough analysis of your financial requirements, followed by a custom action plan from Manjeet Singh Financial Service.

    • 7. Does Manjeet Singh Financial Service provide ongoing support after the initial consultation?

      Yes, ongoing support is available from Manjeet Singh Financial Service to ensure smooth implementation of strategies.

    • 8. What are the benefits of working with Manjeet Singh Financial Service?

      Manjeet Singh Financial Service stands out for its experienced team, personalized approach, and proven results.

    • 9. How soon should I contact Manjeet Singh Financial Service for my financial needs?

      Contact Manjeet Singh Financial Service as early as possible to benefit from timely and effective financial solutions.

    • 10. How do I get started with Manjeet Singh Financial Service?

      Get started by scheduling an appointment with Manjeet Singh Financial Service through their website or by contacting them directly.

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Manjeet Singh, Financial Service Professional in San Jose, CA

Manjeet Singh is a dedicated and skilled Financial Service Professional based in San Jose, CA. Specializing in an array of services such as Life Insurance, Retirement Planning, and Financial Statement Analysis, Manjeet Singh is committed to delivering exceptional results for individuals and businesses alike. Serving across the US, he is distinguished by his commitment to client satisfaction, market insight, and customized solutions.

Mission

Our mission is to provide our clients with comprehensive financial services that empower them to make informed financial decisions. Our commitment to client confidentiality, professionalism, and integrity sets us apart in the industry.

Expertise

With a strong background in insurance services, our expertise extends to Life Insurance, Retirement Planning, Financial Statement Analysis, Long Term Care Insurance, Financial Consulting, Business Key Man Insurance, and Personal Life Insurance. Our extensive experience and understanding of the financial market enable us to navigate complex financial situations with ease.

Why Choose Manjeet Singh, Financial Service Professional in San Jose, CA?

Customized Solutions:

We understand that each client's financial needs and goals are unique. Therefore, we provide customized financial solutions tailored to meet each client's specific needs and objectives.

Expert:

Manjeet Singh is a proficient expert with deep industry knowledge and extensive experience in managing various financial portfolios. His expertise guarantees high-quality financial solutions.

Credential:

As a certified Financial Service Professional, Manjeet Singh holds the relevant credentials and qualifications required to offer expert financial advice and solutions.

Awards:

Manjeet Singh's commitment to excellence has earned him numerous awards and accolades in the financial services industry.

Recognization:

Manjeet is widely recognized for his dedication to providing quality financial services. His high client satisfaction rate is a testament to his commitment and expertise.

Market Insight:

With a keen eye on the financial market trends, Manjeet's deep market insights inform his strategies and solutions, ensuring that clients benefit from the most advantageous financial decisions.

Comprehensive Services:

From life insurance to retirement planning and financial consulting, we offer a comprehensive suite of financial services designed to meet all your financial needs under one roof.

Client Satisfaction:

We pride ourselves on our commitment to client satisfaction. We work tirelessly to ensure that our clients' financial goals are not only met but exceeded.

Services Offered

  • Life Insurance
  • Retirement Planning
  • Financial Statement Analysis
  • Long Term Care Insurance
  • Financial Consulting
  • Business Key Man Insurance
  • Personal Life Insurance

Contact Manjeet Singh, Financial Service Professional in San Jose, CA

Choose Manjeet Singh for your financial service needs today. Experience a unique blend of expertise, commitment, and customized solutions designed to cater to your specific financial needs. Contact Manjeet Singh, your trusted Financial Service Professional in San Jose, CA.

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