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
Overview of Bordeaux Wealth Advisors
Located at 1550 El Camino Real Suite 100, Menlo Park, CA 94025, Bordeaux Wealth Advisors stands out as a highly reputable financial advisory firm. With a dedicated phone number: 6502891105 and an accessible online presence through their website: bordeauxwealthadvisors.com, they offer comprehensive financial planning and investment services tailored to meet individual client needs.
Key Features and Services
Financial Planning: Bordeaux Wealth Advisors specializes in crafting personalized financial strategies aimed at preserving and growing clients' wealth. Their approach is holistic, taking into account all aspects of a client's financial picture.
Investment Services: With a strong team of professionals, they excel not only in investment management but also in ensuring that these investments are tax-efficient, maximizing clients' returns while minimizing tax liabilities.
Accessibility and Accommodations
- The office is wheelchair accessible, ensuring that everyone can receive the high-quality service they offer.
- There is a designated wheelchair accessible parking lot and restroom facilities, making the experience comfortable for all clients.
Client Experience and Reviews
Clients have left glowing reviews, highlighting the exceptional service provided by Bordeaux Wealth Advisors. With 5 reviews on Google My Business and an impressive average opinion of 5/5, prospective clients can confidently anticipate receiving top-notch advice and guidance. The team's collaborative spirit and commitment to delivering best-in-class service set them apart in the competitive financial advisory landscape.
Recommendations for Interested Parties
For individuals looking to enhance their financial well-being through expert planning and strategic investment, Bordeaux Wealth Advisors is an excellent choice. It's recommended to:
- Schedule an appointment to discuss your financial goals in detail.
- Consider visiting their website for more information and resources.
- Take advantage of their accessible facilities to ensure a comfortable consultation experience.
Contact Information
To explore how Bordeaux Wealth Advisors can help you achieve your financial objectives, we highly encourage you to reach out through their website or call them directly at 6502891105. Their commitment to providing tailored financial solutions, combined with their accessible and welcoming office environment, makes them a top choice for anyone serious about securing their financial future. Don't miss this opportunity to take charge of your financial destiny with experts who truly understand the importance of holistic and client-focused service.
👍 Reviews of Bordeaux Wealth Advisors
