Who We Are
At Pendo Insurance, our team of licensed, financial professionals is dedicated to helping individuals like you create and manage a customized retirement strategy that preserves and safely grows your assets. Our mission is to provide a comprehensive approach to financial planning that takes into account your unique goals, needs, and circumstances.
What We Do
As an independent insurance advisor, we specialize in helping individuals seeking guaranteed income for life, tax-efficient legacy planning, and estate planning. We work with over 50 different companies, giving us access to hundreds of solutions to choose from. This allows us to select the best solution to meet your unique needs and goals.
Our Services
Our services are designed to help you achieve a financially secure and enjoyable retirement. These services include:
- Annuities: Annuities are guaranteed insurance products that safeguard your principal and earn a reasonable rate of return. They are a great vehicle for retirees looking for secure income streams to supplement social security distributions and pension plans.
- Life Insurance: Life insurance is one of the best ways to provide a legacy transfer to your loved ones. When structured correctly, life insurance can leverage the amounts we leave for our loved ones on a tax-free basis.
- Tax & Estate Planning: There are great benefits for retirees to review their current plan and make sure that the current strategy is in line with their long-term financial needs and goals.
About Our President
Danial Fereydani, President and founder of Pendo Insurance Services, Inc., is a licensed independent insurance advisor with offices in Beverly Hills, CA, and clients throughout California, Nevada, Massachusetts, Florida, and Texas. Mr. Fereydani specializes in income planning, tax-advantaged strategies, and tax-free legacy planning. He is passionate about adding value to his clients, which is why he named his company Pendo, meaning "value" in Greek.
Why Choose Pendo Insurance
At Pendo Insurance, we are committed to helping our clients achieve their long-term financial goals by understanding their specific situation and implementing a strategy that will position them for principal protection, minimizing taxes, and leaving a legacy for loved ones. Our solutions-focused approach has earned us recognition as one of the nation's leading providers of income solutions and legacy planning. We were recently voted best insurance advisor in Los Angeles by the readers of the Daily News.
Overview
The following reviews are from clients who have used the financial planning services of Daniel and his company. The reviews are overwhelmingly positive, with all three clients giving 5-star ratings.
Professional Experience and Services
All three reviews highlight the professionalism and expertise of Daniel and his company. Dimitry M. mentions that he was unfamiliar with financial planners, but Daniel was able to help him navigate a complex situation with an inherited IRA and save him a significant amount of money on taxes. Shahrzad S. appreciated the help she received in understanding her specific situation, even if it was sometimes confusing. Sunny D. was grateful for the assistance in setting up their 401(k) according to their financial needs and goals.
Communication and Customer Service
Communication is an important aspect of the reviews, with clients praising Daniel's approachability and willingness to help. Dimitry M. was thankful for the free advice and guidance, while Shahrzad S. appreciated being able to get questions answered about her situation.
Conclusion
The overall consensus is that Daniel and his company provide excellent financial planning services, expert advice, and exceptional customer service.
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