Because you're a person, not a policy.
Who We Are
At Pendo Insurance, we understand that navigating the world of financial planning can be overwhelming. That's why we're dedicated to providing personalized guidance and expert advice to help you achieve your long-term financial goals. As a team of licensed, financial professionals, we're passionate about protecting our clients' wealth, reducing their taxes, and providing them with a customized financial plan. We're led by President and founder Danial Fereydani, a nationally award-winning insurance advisor who has been recognized as one of the top 1% of insurance advisors in the country.
What We Do
At Pendo Insurance, we specialize in helping individuals create and manage custom retirement strategies that preserve and safely grow their assets. We work with over 50 different companies, offering hundreds of solutions to choose from, so we can select the best fit for your unique needs. Our approach is solutions-focused, and we've been recognized as one of the nation's leading providers of income solutions and legacy planning.
What is an Annuity?
An annuity is a type of insurance product that provides a guaranteed income stream for life, allowing you to live comfortably in retirement. At Pendo Insurance, we help you navigate the complex world of annuities, making sure you're getting the best possible returns on your investment.
Life Insurance
Life insurance is an essential tool for leaving a legacy for your loved ones. When structured correctly, life insurance can leverage the amounts we leave for our loved ones on a tax-free basis. At Pendo Insurance, we specialize in helping individuals create a customized life insurance strategy that meets their unique needs and goals.
Tax & Estate Planning
As a retiree, it's essential to review your current financial plan and ensure it aligns with your long-term financial goals. At Pendo Insurance, we help you navigate the complex world of tax and estate planning, making sure you're taking advantage of every available opportunity to minimize taxes and maximize your wealth.
Resources
At Pendo Insurance, we believe that knowledge is power. That's why we're committed to providing our clients with access to the industry's top research organizations and a network of estate planning attorneys, CPAs, and financial professionals.
Why Pendo
We named our company Pendo after the Greek word for "value" because we're passionate about adding value to our clients. At Pendo Insurance, we're dedicated to helping individuals achieve their long-term financial goals by understanding their specific situation and implementing a strategy that will position them for principal protection, minimize taxes, and leave a legacy for loved ones.
Services and Support
The reviews received for Danial and his company are overwhelmingly positive, with all three reviewers giving him 5-star ratings. The reviewers commend Danial for his excellent services, helpful advice, and supportive nature. They praise him for going above and beyond to help them with their financial concerns, including saving them money on taxes and providing personalized solutions tailored to their needs.
Case Studies
The reviewers share specific experiences with Danial's services. Dimitry was in a bind regarding an inherited IRA and was grateful for Danial's guidance, which helped him save a significant amount of money on taxes. Shahrzad received helpful information and answered questions regarding her specific situation, finding it nice to have some assistance navigating her financial issues. Sunny had questions about her 401(k) and was able to get valuable advice on contributions and setting up her plan according to her financial goals.
Overall Impression
All three reviewers appreciate Danial's professionalism, expertise, and friendly demeanor. They express gratitude for his time and effort in helping them make informed decisions about their financial matters.
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