EnFin Wealth Management Financial & Insurance Services

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2201 Walnut Ave Ste 140
Fremont, CA 94538
+1 (510) 789-2411
http://enfinwealth.com

Enfin Wealth Management Financial and Insurance Services, located in Fremont, CA, offers a comprehensive range of financial planning and insurance solutions tailored to meet the needs of individuals, families, and small businesses. Led by Neepa Shah, the firm focuses on creating holistic strategies to help clients achieve their financial goals, whether they are just starting to accumulate wealth or are high-net-worth individuals seeking advanced planning strategies.

In addition to personal financial planning, Enfin Wealth Management provides specialized services for business owners, including executive benefits planning and tax reduction strategies, aimed at protecting and growing their enterprises. Neepa Shah emphasizes a thorough understanding of each client's financial aspirations before developing customized plans to ensure their current and future needs are met.

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