Bordeaux Wealth Advisors
6502891105 / +16502891105
Contact data
Telephone number: 6502891105Owner and address: Bordeaux Wealth Advisors
1550 El Camino Real 94025 Menlo Park
City: Menlo Park - USA
more details: Website
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Bordeaux Wealth Advisors Financial planner
Bordeaux Wealth Advisors is an independent wealth management firm with ~ $4.0 billion in assets under advisement. We take a holistic approach of one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting.
Opening hours
M-F 8am-5:30pm, Sa-Su Closed
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