ABOUT US
COMPANY PROFILE
We have worked hard to make financial and insurance services very clear and simple for you. Whatever your walk in life is, we have the most innovating products and services to fit your needs. Together we will examine your goals and well balanced financial plan that’s right for you.
ZAHID SYED, CLU, MFA-P
Chartered Life Underwriter
Master Financial Advisor Philanthropy
Risk & Tax Minimization Specialist
As a Chartered Life Underwriter and Certified Health Insurance specialist, my education and designation allows proper underwriting of your life, critical illness, disability, and long term care and group insurance policies, so you get paid when you need them the most. Since 2001 we have paid several life, disability and critical illness insurance claims.
We are insurance brokers which allows us to deal with major Insurance Companies to serve our clients with the best possible product and services at the lowest rates.
OUR MISSION STATEMENT
Our Clients
Our client’s best interest is our first priority. We have helped hundreds of families in their financial and insurance planning. Our clients are business owners, professionals, and families. Each person has distinctive needs and circumstances that we personalize. Every client deserves personal attention and customized solutions.
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