Neptune Financial Services (NFS) is an independent insurance & financial services agency, dedicated to providing clients with the best possible solutions with products from a variety of nationally recognized companies.
While providing the highest quality services and a goal of exceeding customer expectations, NFS maintain a professional and efficient work environment. This allows each individual as well as small business owners to achieve their financial and personal goals successfully.
We pledge to honor commitments to our clients by holding ourselves to the highest ethical standards.
Our services includes home insurance, auto insurance, commercial auto insurance, truck insurance, business insurance, property Insurance, general liability insurance, workers’ comp insurance, liquor liability, EPLI, professional liability insurance, business owners policy, E&O insurance, Life Insurance, Whole Life, Term Insurance, Index Universal Life, disability insurance, LTC insurance, Fixed & indexed Aunnuity, Income for life.
TOP OF THE TOWN SERVICE
NFS is committed to provide excellent customer services not only at POS but after sales as well with easy and quick process.
BROKER APPROACH
As an independent agency, we are committed to work for our client to save more to protect their future by using “client comes first” approach.
The founder, had a vision to help people on their financial security, which needs official license with extensive insurance and financial experience. To achieve that he started carrier as insurance professional in 2002. With the vision and goal in mind, he worked solid and achieved many industry awards like rookie of the year, Sophomore of the year, MDRT, product specialist etc. With that success, he not only helped individuals and local business people but also helped other financial professionals too.
Satisfaction
Recommendation
Success Rate
In changing world, we accept digital approach to meet and know each other on top of one-on-one meeting . We can meet on zoom, skype or any other digital platform, if client is NOT comfortable to meet at our office.
To understand your current situation to make solid financial security, we normally ask more questions and collect data to understand current financial situation. We will evaluate your current financial situation to achieve your future goal.
To plan solid financial security, will discuss in detail about your future financial goals and in force plans. We may present and discuss in detail to explain future plan and recomendations to you and your family, if you wish.
After complete analysis of your needs, goals & affordability, we discuss our recommendations with NEXT action step. Mostly, our application process is online or digital, but if you needed, we can provide paper applications as well.
Periodical review is very important factor for any planning, and we do that with the social distancing options at our office or with digital options.
Neptune Financial Services is full service insurance agency with wide range of products to protect your unexpected event with life, auto, home, family and business. Our working approch is NOT like an agent, we are broker and represents the leading, well known insurance companies with all lines of insurance and financial services. It would be your one stop solutions for all your financial service needs.
Shreejay Purohit
Shreejay Purohit
Most of our business (around 90%) is based on client referral. We only sell if our client is satisfied with our proposal or recommendation.
Yes, we are working with multiple companies and we can shop around for you, so in most cases clients are saving.
Our process is very simple and easy – Determine, recommendation, action and review. Most of our processes are electronically manageable.
Yes, we respect your concerns. We have all online options available for our clients. We can provide video meetings, online quotes, digital documents, digital signatures & online forms.
Yes, you can contact us anytime via email, website or fax. Our office or team member will contact you soon.
Experience is helpful but not necessary. We can help you to understand the right products based on your needs.
Yes, you are not required to contact us via referral only. You can contact us directly using our website or phone
732-820-0047.
There is no common solution for everyone. Our recommendations are based on individual’s needs. Please feel free to contact us and will guide you.
