Bordeaux Wealth Advisors - Menlo Park, California

Address: 1550 El Camino Real Suite 100, Menlo Park, CA 94025, United States.
Phone: 6502891105.
Website: bordeauxwealthadvisors.com.
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

Location of Bordeaux Wealth Advisors

Bordeaux Wealth Advisors, located at Address: 1550 El Camino Real Suite 100, Menlo Park, CA 94025, United States, is a reputable financial planning and investment service provider. The firm can be easily reached via phone at Phone: 6502891105. For those who prefer to explore their services online, the website is Website: bordeauxwealthadvisors.com.

The firm specializes in two main areas: financial planning and investment services, making it a one-stop solution for all your financial needs. Whether you're planning for retirement, looking to grow your wealth, or seeking expert advice on investments, Bordeaux Wealth Advisors has the expertise to help you achieve your financial goals.

In terms of accessibility, the firm has taken steps to ensure that all clients can visit with ease. There is a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, making it convenient for clients with mobility challenges. Additionally, there are regular toilets available, and it is recommended to make an appointment before visiting.

According to opinions: This company has 5 reviews on Google My Business, Bordeaux Wealth Advisors has received an impressive average opinion of 5/5. Clients have praised the firm for its knowledgeable and experienced advisors, personalized approach, and transparent communication.

Reviews of Bordeaux Wealth Advisors

Bordeaux Wealth Advisors - Menlo Park, California
Amy Ellisor
5/5

Bordeaux Wealth Advisors is an exceptional group! Team members collaborate effectively to deliver holistic, best-in-class service to clients.

Bordeaux Wealth Advisors - Menlo Park, California
Tom Myers
5/5

Helping clients preserve and grow their wealth in a tax-efficient manner. We'd be happy to tell you more if you are evaluating your options for financial and investment advice.

Bordeaux Wealth Advisors - Menlo Park, California
Tim Harvey
5/5

Strong team of professionals with expertise extending far beyond investment management.

Bordeaux Wealth Advisors - Menlo Park, California
David Murdock
5/5

Bordeaux Wealth Advisors - Menlo Park, California
Kyle Sandhu
5/5

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