2201 Walnut Ave., Suite 140, Fremont, CA 94538
101 Metro Dr Ste 550, San Jose, CA;
3003 Oak Road, Ste 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.