Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Marlborough, MA area, Rohan Mehta will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Who is Rohan Mehta and what services does he offer?
Rohan Mehta is a Private Wealth Advisor with Ameriprise Financial Services, LLC in Marlborough, MA, specializing in retirement planning, investment and tax planning, estate planning, charitable giving, and family finances.
Where is Rohan Mehta's office located?
The office is located at 5 Mount Royal Ave, Ste 180, Marlborough, MA 01752, USA.
How can I contact Rohan Mehta for a financial consultation?
You can contact Rohan Mehta by phone at +1 508-481-0895 or via email at Rohan.H.Mehta@ampf.com.
Does Rohan Mehta offer online or onsite financial advisory services?
Yes, Rohan Mehta offers both online appointments and onsite services for financial advisory.
What professional associations is Rohan Mehta affiliated with?
Rohan Mehta is affiliated with the CFP (Certified Financial Planner), APMA, and CLTC professional associations.
What languages does Rohan Mehta speak?
Rohan Mehta speaks English.
Where can I find more information about Rohan Mehta’s credentials?
More information about Rohan Mehta's professional background can be found on FINRA’s BrokerCheck website.
Which nearby financial services can complement a visit to Rohan Mehta's office?
Nearby financial service providers like Hiten Mehta - Ameriprise Financial Services, LLC and AlphaView Wealth Advisors offer additional financial advising and investing support that clients might find useful.
Are there any nearby professional or community service organizations near Rohan Mehta’s office?
Yes, organizations such as BBB Boston and Better Business Bureau in Eastern MA, ME, RI & VT are nearby and offer professional and community services that clients might want to explore.
What nearby healthcare services are available in the vicinity of Rohan Mehta’s office?
Nearby healthcare-related services include Passion Dental, Family Counseling Associates of Massachusetts, BAYADA Home Health, and Holistic Mind Spa, which clients can access before or after financial consultations.