Mehta & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clientsâ wealth by delivering an unprecedented level of personalized service and expertise. Our company was founded upon principles that place the utmost value on our clientsâ financial goals and objectives. Weâre in the business of building long term, solid relationships that are based upon trust and quality client service. Our staff are experienced professionals with a âhands onâ approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clientsâ financial plans to be successful. If you have any questions or would like to meet to discuss your financial plans, please contact us.
(408) 946-8100
995 Montague Expressway, Milpitas, 95035 
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