Services | SamfeliFinancial

Personal Insurance

From your home, autos and the things you care about most to the people you love and your financial well being, you have a lot to protect. And for that, you want a particular kind of protection and level of service that comes from decades of experience insuring individuals, families and their valuable possessions.

You are exposed to risk everyday, let us get you the right protection.

Business & Commercial Insurance

Whether you run a multinational corporation, a mid-size regional company, or a fast-growing local construction company, you and your organization face a complex and evolving array of risks. And for that you want a particular kind of protection and level of service that comes from years of experience helping you to choose the right coverage.

Most businesses realize they are are underinsured after they suffer a loss, don’t let that happen to you!

Tax Services

For almost 20 years, we have assisted our clients with processing both business and personal tax returns, getting the maximum returns year after year.

Unlike your common franchise tax preparers, we understand that every tax returns are unique, and they should be treated as such.
We search for every qualified deductions and tax credits that will place you in the best scenario possible.

Small BusinesS LENDING

Need money to expand your operations or your workforce? Let us match you with one of our small business Lenders. We have relationship with some of the nation's Top Small Business Lenders with low interest rates and flexible repayment terms.

Unlike traditional banks, our lenders underwriting process is seamless and easy, with minimum documents required. With most loans closing within 72 hours of initial application submission.

Talk to us today, and let us help you grow your business to the next level.

Retirement & Investments

Annuities, Disability insurance, Credit Life, Term life, whole life