Services

Highlights

Independent Insurance agents

Accreditations

Phone unverified
Mail unverified

Hours (EST)

Business Hours
- Monday :
  10:00 AM to 5:00 PMClosed
- Tuesday :
  10:00 AM to 5:00 PMClosed
- Wednesday :
  10:00 AM to 5:00 PMClosed
- Thursday :
  10:00 AM to 5:00 PMClosed
- Friday :
  10:00 AM to 5:00 PMClosed

Contact Name

Dinesh Goyal

Business Address

995 Montague Expressway, Milpitas, CA, United States, 95035 Get Directions

Area Served

Milpitas, CA

About Mehta And 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. Our company was founded upon principles that place the utmost value on our clients’ financial goals and objectives. We’re 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 “hands on” approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clients’ financial plans to be successful. If you have any questions or would like to meet to discuss your financial plans, please contact us.

Services available

Services2
- Financial Planning
  
  College Plans, Estate Plans, Money Management, Money Purchasing Plans, Profit Sharing Plans , Retirement Plans, Tax Plans, 401 (k) Planning, 403 (b) Planning
  Request
- Investments
  
  Bonds, Check Writing, Common Stock, Debit Card, Educational IRA, Brokerage Accounts, Government Securities , Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Traditional IRA, Treasury Notes, Variable Annuities
  Request
Insurance6
- Life Insurance
  
  Most people think of life insurance in terms of death benefit protection. However, today’s policies also provide the vehicles for meeting other goals, such as saving for retirement and education, paying estate taxes and providing liquidity.
  Request
- Term Insurance
  
  This type of insurance provides pure death protection, for a specified period of time, for a specific premium. It has no cash value and is initially less expensive than other policies for the same amount of protection. Some types of term coverage remain level with increasing premium. Others have a level premium with gradually decreasing benefits. Term insurance may be purchased in a separate policy or as a rider (supplement) to one of the other forms of policies - frequently at a discount.
  Request
- Universal Life
  
  This type of insurance adds savings flexibility to the whole life concept of permanent protection. In general, a policyholder must pay a certain minimum premium (for death protection) but can increase the premium, almost at will, in order to increase the savings aspect of the policy. The cash value will increase based on current interest rates and the amount of premium going toward the savings or investment portion.
  Request
- Variable Life
  
  This type of insurance combines flexible investment opportunities with insurance protection. Owners have the opportunity to obtain higher cash values and death benefits by their investment results. Owners can choose between a variety of fixed income or equity alternatives and make changes in the future at no cost.
  Request
- Variable Universal Life
  
  Combines all of the administrative flexibility of universal life and the investment flexibility of variable life.
  Request
- Whole Life
  
  This type of insurance provides protection that can be kept for as long as you live. Premiums are fixed. As the policy ages, its “cash value” increases on a tax-deferred basis. If you cancel your policy, you receive the cash value that has accumulated. While you continue to own the policy, you can borrow against the cash value at a favorable rate.
  Request