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TOP 30 Annuities in Yardley, PA
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Joe DeZutel - State Farm Insurance Agent
Joe DeZutel - State Farm Insurance Agent is an insurance agency located at 301 Oxford Valley Road in Yardley, Pennsylvania, United States. Joe DeZutel, a Yardley resident for nearly 20 years, is dedicated to helping the community protect what they love the most. Recently awarded the 2023 Insurance Agent Award for Yardley, Joe DeZutel and his team offer valuable tips on topics such as drunk driving, driving in fog, and understanding Medicare coverage. With a focus on being a good neighbor and giving back to the community, the agency has been serving customers for almost 100 years. State Farm is committed to building safer and better-educated communities, and the agency works alongside nonprofits and community groups to make a positive impact. For assistance with insurance questions, including life insurance and annuities, customers can contact the agency at (215) 458-7990. Please note that State Farm is not responsible for the content of third-party websites, and customers should consult a tax or legal advisor for personalized advice.
Merrill Lynch Financial Advisor Siva Veerapandy
Merrill Lynch Financial Advisor Siva Veerapandy, located at 1040 Stony Hill Road in Yardley, Pennsylvania, is a finance institution that prides itself on providing exemplary client service. Siva's dedication to analytics, research, and client relationships sets him apart in the industry. With over 15 years of experience in financial services, Siva specializes in wealth and retirement planning, multi-generational trust and estate planning, portfolio management, alternative investments, insurance, and annuities. He takes a proactive approach to building risk-managed investment strategies tailored to each client's goals and needs. Siva holds a Chartered Financial Analyst® designation and an MBA in Finance, demonstrating his commitment to ongoing learning and professional development. As a caring financial advisor, Siva is approachable, available, and works closely with clients to ensure their financial well-being. Whether you are planning for retirement, managing your wealth, or looking to pass on your assets to future generations, Siva is dedicated to helping you achieve your financial goals. With access to the global resources of Merrill Lynch, Siva and his team are committed to building strong client relationships based on trust and personalized service. Contact Siva Veerapandy today to start planning for your financial future.
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