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, Toilet, 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 is a highly regarded financial planning and investment service company located at 1550 El Camino Real Suite 100, Menlo Park, CA 94025, United States. Their phone number is 650-289-1105, and they can also be found on their website at bordeauxwealthadvisors.com.
With a team of experienced professionals, Bordeaux Wealth Advisors specializes in providing top-notch financial planning and investment services to their clients. Their expertise extends far beyond investment management, ensuring a comprehensive approach to helping clients preserve and grow their wealth in a tax-efficient manner. The company highly values collaboration and delivering the best service possible to each client.
The office is wheelchair accessible, with accessible parking, entrance, and toilet facilities. It is recommended to book an appointment in advance to ensure that you receive the best attention and personalized service.
Bordeaux Wealth Advisors has received an impressive 5 reviews on Google My Business, with an average rating of 5/5, indicating their exceptional reputation and high level of client satisfaction. Clients praise the company for its holistic, best-in-class service and strong team of professionals.
One notable aspect of Bordeaux Wealth Advisors is their commitment to building long-term relationships with clients. They are open to discussing their services with individuals evaluating their options for financial and investment advice. This personalized approach sets them apart in the industry and allows them to truly understand and cater to their clients' unique needs.
👍 Reviews of Bordeaux Wealth Advisors
