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At Mendoza & Associates, we understand that many goals in life begin with a dream, and we welcome both the opportunity and responsibility to help make our clients’ financial dreams a reality. To do that, we build individualized close relationships with each of our clients, and provide the experience, service and investments that allow them to build, enjoy, and transfer wealth.
Our clients lead very active lives and realize that managing their finances today is more complicated and time-consuming than ever before. They recognize that working with professional advisors who act as fiduciaries and always keep their clients’ interests first, provides them a level of confidence and security so they can spend more time enjoying their lives.