Peter Feldenheimer & Associates
1134 Crane Street, Menlo Park, CA 94025
Hours open
Monday:
10:00 AM - 5:00 PM
Tuesday:
10:00 AM - 5:30 PM
Wednesday:
10:00 AM - 5:30 PM
Thursday:
10:00 AM - 4:30 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Peter Feldenheimer & Associates is a finance and insurance agency located at 1134 Crane Street in Menlo Park, California. Established in 1962 in Los Angeles and later relocated to Menlo Park in 1966, our practice specializes in tax-qualified and non-qualified benefit plan designs for individuals, partnerships, and corporations.
We work with a diverse range of clients, including members of national sports franchises and the National Association of Realtors (NAR), to set up tax-favored benefit plans that provide owners and employees with a more secure future. Our team is dedicated to providing creative life insurance planning with unique designs tailored to individuals with special requirements.
We offer special Proprietary Plans with over 20 leading life insurance companies, and leading carriers now offer "Living Benefits" to provide coverage for chronic and terminal illnesses. Long-term care riders can be added to contracts with no increased premiums, and we also address retention for key employees with Executive Bonus Plans and high amounts of disability coverage.
At Peter Feldenheimer & Associates, we provide annual reviews of coverages in force for our clients to ensure that their needs are met as they evolve. Life insurance carriers offer new coverages that can benefit individuals and companies, and we are committed to developing creative and integrity-driven solutions for our clients.
Reviews
"Peter Feldenheimer was my financial advisor for a one-time plan. I am very satisfied with his work. Peter developed a complete retirement plan that was far more comprehensive than any financial advisors I have used in the past. He not only reviewed all my financials but also considered my taxes, life/disability, home/auto insurance, trusts, and living will. He is thorough, professional, friendly, and responsive. After such a positive experience I added the ongoing services to Investment Retainer. Without hesitation, I would recommend Peter Feldenheimer."
"Peter and his team are extremely efficient and customer oriented and provided us with outstanding rates with State Farm. He took the time to carefully go thru our insurance policies to ensure we had adequate coverage for our company crew. I highly recommend Him and his office!"
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