Harsh Mehra
Financial Services Consultant ChFC® CRPC® AIF® at North Point Wealth Management
Based in Atlanta, United States
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Seniority
Other
Department
Other
Location
Atlanta
Industry
Investment Management
Company size
7
Contact information
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h•••••••@npwealth.com
Phone
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Background
About Harsh Mehra
Experience in handling tax/investment issues of Doctors Professionals Corporate Execs. Business Owners and Retirees. Securities and Advisory Services offered through Commonwealth Financial Network® FINRA (www.FINRA.org)/SIPC (www.SIPC.org) a Registered Investment Adviser. NorthPoint Wealth Management 11675 Great Oaks Way Suite 325 Alpharetta GA 30022. (678) 990-0011. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the state of AL. CA. FL. GA. IL. MO. RI. OR. PA. WI. SC. TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Specialties: Business transition with potentially no taxes help avoid capital gains on sale of real estate legacy planning buy/sell agreements group benefits retirement plans Esop plans etc. "Regulations prohibit me from receiving recommendations on Linkedin. The best recommendation you can give me is a client referral."
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