Trusted Financial Advisor

Bhavin Mehta CFP

Bhavin Mehta CFP

Mehta and Associates

995 Montague Express way #121, Milpitas, CA

89% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English, Gujarati, Hindi
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Small Business Planning, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor