Bordeaux Wealth Advisors - Menlo Park, California
Address: 1550 El Camino Real Suite 100, Menlo Park, CA 94025.
Phone: 6502891105.
Website: bordeauxwealthadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Bordeaux Wealth Advisors
⏰ Open Hours of Bordeaux Wealth Advisors
- Monday: 8 AM–5:30 PM
- Tuesday: 8 AM–5:30 PM
- Wednesday: 8 AM–5:30 PM
- Thursday: 8 AM–5:30 PM
- Friday: 8 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is a top-notch financial planning firm located at 1550 El Camino Real Suite 100, Menlo Park, CA 94025. They can be reached by phone at 6502891105 or via their website at bordeauxwealthadvisors.com.
Specialties: Financial planner, Investment service
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended
Opinions: This company has 5 reviews on Google My Business. The average opinion is 5/5.
Bordeaux Wealth Advisors is known for delivering holistic, best-in-class financial planning and investment services to their clients. Their team of professionals collaborates effectively to help clients preserve and grow their wealth in a tax-efficient manner. With expertise extending far beyond investment management, they provide comprehensive advice to those evaluating their options for financial and investment guidance.
The firm is conveniently located in Menlo Park with wheelchair accessible facilities, making it easy for clients to access their services. Appointments are recommended for those interested in learning more about how Bordeaux Wealth Advisors can assist with their financial planning needs.