Council Financial & Insurance Services
Financial ServicesCalifornia, United States2-10 Employees
Council Financial & Insurance Services is a small financial services firm based in San Francisco, California. It provides financial strategies, insurance products, and employee benefits to both businesses and individuals. The firm offers options for college funding, retirement planning, extended-care cost management, lifetime income, and estate solutions. Swapan and Amit Munshi are licensed to sell insurance through New York Life Insurance Company and may hold licenses with other independent unaffiliated insurers. Amit Munshi is a registered representative of NYLIFE Securities LLC, providing securities products and services through that licensed agency. They hold California insurance licenses (Swapan: 0K77128; Amit: 0531488) and note that they are not licensed in all jurisdictions. Council Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.