Mehta & Associates
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
995 Montague Expy Ste 121, Milpitas, Cal...Phone Number
(408) 946-8100Website
www.mehtaandassociates.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
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1
1
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1
About Mehta & Associates
Mehta & Associates is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through personalized service and expertise. They offer a range of services including retirement planning, wealth management, estate strategy, and insurance. Their target clients include retirees, small business owners, working professionals, and women, focusing on building long-lasting relationships and providing ongoing education. The firm emphasizes a three-step process of setup, strategizing, and execution to help clients achieve their financial goals.Explore more
Mehta & Associates Org Chart
UT
Automotive Chassis Specialist
MK
Resource Services Representative
SJ
Account Executive
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Mehta & Associates financials insights
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2020
Debt
$150K
Mehta & Associates Tech Stack
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Mehta & Associates is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through personalized service and expertise. They offer a range of services including retirement planning, wealth management, estate strategy, and insurance. Their target clients include retirees, small business owners, working p... Read More
