2201 Walnut Ave., Suite 380, Fremont, CA 94538
2150 N. First Street, Suite 500, San Jose, CA 95131
3003 Oak Road, Suite 250, Walnut Creek, CA 94597
Whether you are just beginning to accumulate wealth or are high net-worth individuals looking for tax reduction and advance planning strategies, we have a variety of solutions to meet your needs.
Neepa Shah is a registered representative and offers securities and investment advisory services and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3003 Oak Rd, Suite 250, Walnut Creek, CA 94597. EnFin Wealth Management Financial and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0G85120.