Meras Financial

Business details

Category
Financial Services · Financial planner
Address
3150 Almaden Expy #239, San Jose, CA 95118
Phone
(408) 266-9606
Website
merasfinancial.com
County
Santa Clara County

About

San Jose families and professionals turn to Meras Financial for financial planning guidance tailored to their goals. We help clients across San Jose and the South Bay build clear, practical plans for saving, investing and long-term security.

Our approach starts with understanding your priorities, so every recommendation fits your life and your timeline. We work with individuals and households at every stage, from first savings goals to planning for retirement.

Our team focuses on straightforward advice you can act on, with regular check-ins as your circumstances change.

To learn how we can support your financial plan, visit our website to get in touch with us.