Discover Modha Financial Group

Modha Financial Group, operate in 29 states across the USA, and we are a respected financial services firm led by Mike (Mahesh) and Shilpa Modha. We provide a comprehensive range of health insurance services and financial planning while adhering to our motto, “One call, that’s all.” Our commitment to exceptional customer service and community involvement reflects our dedication to making a positive impact on people’s lives.

We specialize in helping individuals and families easily manage their health insurance financial planning needs. Our personalized approach ensures you find the best solution to achieve your goals. Trust Modha Financial Group for expert advice and trusted service.

Discover Modha
Financial Group

Modha Financial Group, operate in 29 states across the USA, and we are a respected financial services firm led by Mike (Mahesh) and Shilpa Modha. We provide a comprehensive range of health insurance services and financial planning while adhering to our motto, “One call, that’s all.” Our commitment to exceptional customer service and community involvement reflects our dedication to making a positive impact on people’s lives.

We specialize in helping individuals and families easily manage their health insurance financial planning needs. Our personalized approach ensures you find the best solution to achieve your goals. Trust Modha Financial Group for expert advice and trusted service.

Connect with Our Trusted Agents

Call our experienced representatives at Modha Financial Group for health insurance and personal financial planning services.
Here to get expert advice and great service to help. Just one call!

Mahesh (Mike) Modha

President / CEO

Mahesh Modha, President/CEO of Modha Financial Group, offers a wide range of insurance services and real estate expertise, including Medicare plans, life insurance, and real estate transactions.

Shilpa Modha

Vice President

Shilpa Modha is the principal partner of Modha Financial Group, sharing expertise in insurance and real estate with Mahesh, and together they provide top-notch services to clients.

Isha Modha

VP - Sales & Marketing

Isha Modha expands the Modha family business with her parents’ expertise in insurance and real estate. It brings fresh energy and a commitment to providing excellent customer service.

Sweta Modha

Vice President

Sweta Modha continues her family business combining her parents insurance and real estate knowledge with a touch of modernity. Her modern approach and determination guarantee the best customer service.

Connect with
Our Trusted Agents

Call our experienced representatives at Modha Financial Group for health insurance and personal financial planning services. Here to get expert advice and great service to help. Just one call!

Mahesh (Mike) Modha

President / CEO

Mahesh Modha, President/CEO of Modha Financial Group, offers a wide range of insurance services and real estate expertise, including Medicare plans, life insurance, and real estate transactions.

Shilpa Modha

Vice President

Shilpa Modha is the principal partner of Modha Financial Group, sharing expertise in insurance and real estate with Mahesh, and together they provide top-notch services to clients.

Isha Modha

VP - Sales & Marketing

Isha Modha expands the Modha family business with her parents’ expertise in insurance and real estate. It brings fresh energy and a commitment to providing excellent customer service.

Sweta Modha

Vice President

Sweta Modha continues her family business combining her parents insurance and real estate knowledge with a touch of modernity. Her modern approach and determination guarantee the best customer service.

"One Call

That's All"

Trusted Protection, Tailored for You

Get trusted protection with a twinkle of personal touch here at Modha Financial Group. We reflect our commitment for
quality health insurance and financial planning through association with top-class insurance carriers. Come and choose us as
securing your family’s future with confidence.

Comprehensive Coverage

We provide a wide range of customized coverage options designed to meet your unique needs. Whether it’s health or life insurance, we’ve got you covered with solutions that offer peace of mind and security for the future.

Excellent Customer Service

We prioritize our customers and strive to deliver exceptional service. Our dedicated team of professionals is readily available to answer your questions, assist with claims, and provide personalized guidance throughout your insurance journey.

Customizable Policies

We believe in offering tailored solutions. Modha Financial Group offers customizable policies, allowing you to select coverage options that align with your unique requirements, ensuring you get the protection you need.

Broad Coverage

We are licensed in 29 states across the USA, enabling us to serve a wide range of clients while ensuring compliance with each state’s regulations. This broad reach allows us to provide customized solutions nationwide.

Trusted Protection, Tailored for You

Get trusted protection with a twinkle of personal touch here at Modha Financial Group. We reflect our commitment for quality health insurance and financial planning through association with top-class insurance carriers. Come and choose us as securing your family’s future with confidence.

Comprehensive Coverage

We provide a wide range of customized coverage options designed to meet your unique needs. Whether it’s health or life insurance, we’ve got you covered with solutions that offer peace of mind and security for the future.

Excellent Customer Service

We prioritize our customers and strive to deliver exceptional service. Our dedicated team of professionals is readily available to answer your questions, assist with claims, and provide personalized guidance throughout your insurance journey.

Customizable Policies

We believe in offering tailored solutions. Modha Financial Group offers customizable policies, allowing you to select coverage options that align with your unique requirements, ensuring you get the protection you need.

Broad Coverage

We are licensed in 29 states across the USA, enabling us to serve a wide range of clients while ensuring compliance with each state’s regulations. This broad reach allows us to provide customized solutions nationwide.

Serving You
Across 29 States

We are independent, licensed insurance advisors operating in 29 states, committed to providing personalized advice andn helping clients find the best coverage for their needs.

Serving You Across 29 States

We are independent, licensed insurance advisors operating in 29 states, committed to providing personalized advice and
helping clients find the best coverage for their needs.

Approved Brokers With

Modha Financial Group boasts an impressive array of approvals from numerous trusted insurance carriers. These endorsements reflect our unwavering dedication to providing exceptional health insurance and financial planning. By choosing Modha Financial Group, you are selecting a partner with a track record of excellence and the trust of industries top insurance carriers, ensuring the highest-quality solutions for your health and financial security.

Approved Brokers With

Modha Financial Group boasts an impressive array of approvals from numerous trusted insurance carriers. These endorsements reflect our unwavering dedication to providing exceptional health insurance and financial planning. By choosing Modha Financial Group, you are selecting a partner with a track record of excellence and the trust of industries top insurance carriers, ensuring the highest-quality solutions for your health and financial security.

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