Mehta & Associates
Business details
- Category
- Financial Services · Financial consultant
- Address
- 995 County Hwy G4, Milpitas, CA 95035
- Phone
- (408) 946-8100
- Website
- mehtaandassociates.com
- County
- Santa Clara County
About
Whether you're planning for retirement or looking for guidance on your household finances, Mehta & Associates offers financial consulting tailored to your goals. We are a financial consulting practice serving individuals and families in Milpitas and across Santa Clara County.
Our work centers on helping clients understand where they stand today and build a clear, practical plan for the years ahead. We take the time to listen to your priorities, explain your options in plain language, and tailor each recommendation to your situation.
Whether you are just starting to think about long-term planning or want a second perspective on decisions you already face, we are glad to help.
Visit our website to learn more about our services and get in touch.
Our work centers on helping clients understand where they stand today and build a clear, practical plan for the years ahead. We take the time to listen to your priorities, explain your options in plain language, and tailor each recommendation to your situation.
Whether you are just starting to think about long-term planning or want a second perspective on decisions you already face, we are glad to help.
Visit our website to learn more about our services and get in touch.