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Theresa Kunkeli
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Managing Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(770) 336-8115(770) 336-8115
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Meet Theresa Kunkeli
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
CA, GA, MI, NY, OH, PA, RI, SC
CA License: 4232946
professional background
Joined Bankers Life in 2007Became a Financial Representative in 2013Began work in the Insurance Industry in 2007Education: Bachelor of Science University of San Francisco
designations received
Insurance Designations: Certified Long Term Care
personal background
Family: Married 20 years to Yancy, we have four children.Community Involvement: Hobbies include yoga, darts and traveling
Theresa Kunkeli, Bankers Life Agent and Bankers Life Securities Financial Representative in Buford, GA
8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(770) 622-0039(770) 622-0039
Direct Phone:
(770) 336-8115(770) 336-8115
Cell Phone:
(734) 731-6910(734) 731-6910
Branch Info
22 Buford Village Way
Ste 200
Buford, GA 30518
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:30 AM - 5:00 PM |
| Tuesday | 8:30 AM - 5:00 PM |
| Wednesday | 8:30 AM - 5:00 PM |
| Thursday | 8:30 AM - 5:00 PM |
| Friday | 8:30 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Buford, GA
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Theresa Kunkeli
5.0
Rating 5.0
(6 Reviews)- December 23, 20255.0 out of 5.0Rating 5.0Theresa was very professional and extremely helpful
- December 18, 20255.0 out of 5.0Rating 5.0Theresa has been a God Scent to us with her Knowledge and Professional Advice. Always available when you need her help! Thank you for your kindness and continued support!
- October 21, 20255.0 out of 5.0Rating 5.0Teresa is very knowledgeable and helpful. She is very pleasant and easy to understand her recommendations. I am very pleased to have her as my agent.
- March 12, 20255.0 out of 5.0Rating 5.0Very honest and knowledgeable in all aspects of her position! I would highly recommend Theresa for all your Insurance and financial needs!
- May 14, 20245.0 out of 5.0Rating 5.0Great customer service and very pleasant to work with.
- February 16, 20235.0 out of 5.0Rating 5.0I have worked with Theresa for over ten years, first on my parents’ behalf and now mine. She has ALWAYS been helpful, concerned, informed and timely when I’ve had questions. I trust her implicitly and that is, of course, key. Theresa is a solid financial advisor.
Displaying reviews 1 - 1 out of the 6 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Theresa
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (734) 731-6910 or fill out the form. I’ll be in touch soon.
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