Cornerstone Insurance Services and Wealth Advisory

Inclusive Insurance Solutions Medicare Supplements Health Plans

Medicare Supplements Medicare Part D Group Health Plans Life Insurance Business Insurance including: Employee Benefits Retirement Planning 401(k) Workers Compensation Property and General Liability Insurance

Eddy Mujica - State Farm Insurance Agent

Eddy Mujica - State Farm Insurance Agent is celebrating their one year anniversary. They are committed to helping people build generational wealth and specialize in life and business insurance. Their products include ATV insurance, auto insurance, boat insurance, commercial insurance, fire damage insurance, flood insurance, food truck insurance, health insurance, homeowners insurance, industrial insurance, long term disability, Medicare supplements, motorcycle insurance, municipal insurance, personal articles policy, pet insurance, renters insurance, RV insurance, and short term disability. Their services include paycheck protection, short and long term disability, surety bonds, virtual appointments available, and 24-hour emergency service. Eddy Mujica - State Farm Insurance Agent proudly partners with Trupanion and Rocket Mortgage and is located at 26th St. and Ridgeland Ave. for your convenience.

Smart Portfolio Management

Are you thinking about retirement? Have you been asking yourself whether you can afford to retire now or if you are saving enough for retirement? It is important to consider all your options and create a plan that meets your needs. Smart Portfolio Management can help you review your 401(k) investment election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings appropriately based on your risk tolerance. We can also help you prepare for long-term illness in retirement and protect your retirement savings from stock market declines. Additionally, we can provide comprehensive advice if you are expecting an inheritance or inherited IRA, selling your business and needing business succession planning, or have won the lottery and need help handling the money. Our advisors can also help you with retirement and financial independence planning, estate planning, social security benefit election strategies, required minimum distributions from qualified retirement savings, and major life changes such as death of a spouse, divorce, or a qualified domestic relations order. We can review your variable annuities, life insurance, indexed annuity, and fixed annuity plans, as well as your deferred compensation plans and Medicare supplement coverage or Medicare advantage coverage options. Finally, we can advise you on how to draw down on your retirement savings without running out of money before running out of life. At Smart Portfolio Management, we understand that retirement planning requires more than just financial knowledge. Our team of experienced advisors will work closely with you to ensure that your plan meets your goals and lifestyle needs. Contact us today to learn more about how we can help you prepare for a successful retirement.

Bassi Financial Services

Bassi Financial Services is a local agency dedicated to helping people protect their health, wealth and income for a secure retirement. Our customized financial plans provide numerous investment options, including active money management and safe money products. In addition, our comprehensive health insurance portfolio includes Medicare Supplements and Advantage Plans, Major Medical and Critical Illness plans, Dental, Cancer, and Long Term Care policies. We also offer a wide variety of Life Insurance choices, such as Term, Whole Life, Juvenile Life, and Guaranteed Issue Life. For a complimentary consultation, please contact us. Our team of highly experienced professionals are committed to helping you protect and grow your assets. With our custom-tailored solutions, you can rest assured that your wellbeing and financial future are in good hands. We strive to provide the best possible advice and make sure you get the most out of your investments.

Savvy Insurance Solutions

At Savvy Insurance Solutions, our mission is to provide customers with the highest quality service and care in finding the best insurance for them. We are specialized in offering a wide range of coverage, including Auto (RV, ATV, Motorcycle), Home, Business, Life and Medicare Supplement Insurance. We believe that excellent customer service is essential to the success of any business, and that is why we strive to offer the best shopping experience for our customers. We are affiliated with several different companies to make sure you get the most competitive rates and the best coverage to suit your needs.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Bukaty Companies

At Bukaty Companies, we understand that our clients get the greatest benefit from our deep knowledge and experience in the industry, as well as the extensive list of value-added services that we provide. Our approach to growth is built on the belief that a solid partnership will give our customers the most effective long-term solutions. We have five distinct but integrated divisions. Our Employee Benefits services include group, medical, life, dental, vision, and individual coverages, as well as HR Concierge Desk, worksite products, Medicare supplements, HR consulting, wellness programs, and compliance support. We also offer HR Consulting with retainers, special projects, training, and recruitment. Our Benefit Administration services encompass Flexible Health Account (FSA), Health Savings Account (HSA), Health Reimbursement Arrangement (HRA), and COBRA Administration. We additionally offer Payroll & Accounting Services, such as payroll administration, HRIS administration, accounts payable, bookkeeping, monthly closing, management reporting, time and attendance, billing and accounts receivable, general accounting, financial statements, and external audit preparation. In addition, we provide Retirement Plan Services, such as retirement plan consulting, due diligence, fiduciary services, wealth management, and compliance. For Property & Casualty, we cover property, business auto, general liability, surety bonds, workers' compensation, and home/auto.

Kirkland Insurance Services

At Kirkland Insurance Services, we prioritize providing our customers with exceptional service while utilizing the most up-to-date technology. We offer a variety of options for our customers to interact with us, from online conferencing to in-person meetings. Our agents are always punctual and professional, and we are just a phone call away to answer any questions. We are dedicated to helping individuals, families, businesses and the self-employed secure their financial future through our comprehensive range of services, including health and life insurance, Medicare supplements, disability insurance, retirement planning, long-term care insurance, critical illness supplements, accident supplements, travel medical insurance, business insurance, small business insurance, insurance consulting, catastrophic insurance, HSA plans and more.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Carter Agency Insurance Services

Overview: About Us Carter Agency is located in the Mauldin/Greenville, SC area just 2.3 miles down the Motor Mile from CarMax toward Mauldin and has been successfully providing "Specializing in Seniors" Insurance solutions for many years. Marvin and Bonnie Carter and their team strive to treat each customer with a personal touch. Our goal is to always be your agent and to offer you the best products for your family at the best price. No High Pressure Sales Here! With more than 40 companies to choose from we make it easy to understand and buy the insurance policy you need! Service: Offering affordable top ranked Medicare supplements, Life Insurance and more. Covering Greenville, Spartanburg, Anderson, Pickens, Oconee counties and more in the upstate of South Carolina! We make it easy to choose "The Best Medicare Supplement" Plan for your needs, we offer in home appointments also.