Broker Check

Welcome to Mehta & Associates

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 clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Contact Us

Our Company

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

Read More

Our Services

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

Read More

Meet Our Team

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

Read More