Gulati & Associates

★★★★★4.7 (12) Financial Services Santa Clara

Business details

Category
Financial Services · Financial planner
Address
2350 Mission College Blvd #1160, Santa Clara, CA 95054
Phone
(408) 980-5100
Website
gulatifinancial.com
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Gulati & Associates brings clear, personalized financial planning to Santa Clara and the surrounding communities of Santa Clara County. Our advisors focus on retirement planning, helping each client understand their options and build a path that fits their goals.

We take the time to explain every detail in plain language, so you always know where you stand and why each decision matters. Clients come to us for steady, attentive guidance and the peace of mind that comes from a plan you can trust.

Our team listens closely to each client's needs and communicates financial matters with care and reliability.

If you're planning for retirement in Santa Clara or nearby, visit our website to get in touch and start the conversation.