The 30 Best Financial service providers in Menlo Park, California
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Michael Scandalios, CIMA - UBS Financial Services Inc.
Michael Scandalios, CIMA - UBS Financial Services Inc. is a reputable finance institution located at 64 Willow Place in Menlo Park, California, United States. With a focus on providing expert financial services, Michael Scandalios, CIMA offers a range of investment solutions tailored to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, the team at Michael Scandalios, CIMA is dedicated to helping you achieve your financial goals. Trust in their experience and expertise to guide you towards a secure financial future.
Nicholas Hunt - UBS Financial Services Inc.
Nicholas Hunt - UBS Financial Services Inc. is a renowned finance institution located at 64 Willow Place in Menlo Park, California, United States. With a strong reputation for providing top-notch financial services, Nicholas Hunt - UBS Financial Services Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or retirement planning, the experienced team at Nicholas Hunt - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure a brighter financial future.
Marcus Jones - UBS Financial Services Inc.
Marcus Jones - UBS Financial Services Inc. is a reputable finance institution located at 64 Willow Place in Menlo Park, California, United States. With a focus on providing top-notch financial services to clients, Marcus Jones - UBS Financial Services Inc. is known for its expertise in investment management, wealth planning, and financial advisory services. The institution prides itself on delivering personalized solutions tailored to each client's unique financial goals and needs. Trust in Marcus Jones - UBS Financial Services Inc. for all your financial needs.
James Orr, CPWA®, CEPA - UBS Financial Services Inc.
James Orr, CPWA®, CEPA at UBS Financial Services Inc. in Menlo Park, California, offers expert financial advice and wealth management services to clients in the United States. With a focus on Certified Private Wealth Advisor (CPWA®) and Certified Exit Planning Advisor (CEPA) designations, James Orr provides personalized strategies to help individuals and businesses achieve their financial goals. Located at 64 Willow Place, this institution is dedicated to providing top-notch financial services and guidance to its clients.
Pamela Davies - UBS Financial Services Inc.
Pamela Davies - UBS Financial Services Inc. is a renowned finance institution located at 64 Willow Place in Menlo Park, California, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management solutions, or retirement planning, we are here to assist you every step of the way. Trust Pamela Davies - UBS Financial Services Inc. to provide you with personalized financial guidance and support to secure your financial future.
Stephen Luk - UBS Financial Services Inc.
Stephen Luk - UBS Financial Services Inc. is a reputable financial institution located at 64 Willow Place in Menlo Park, California, United States. With a focus on providing top-notch financial services, Stephen Luk - UBS Financial Services Inc. offers a wide range of services including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Stephen Luk - UBS Financial Services Inc. is here to help.
The Saxe Group - UBS Financial Services Inc.
The Saxe Group - UBS Financial Services Inc. is a renowned finance institution located at 64 Willow Place in Menlo Park, California, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team of experienced professionals at The Saxe Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for advice on retirement planning, investment strategies, or wealth preservation, The Saxe Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your unique needs.
Larry Thomas, CEPA - UBS Financial Services Inc.
Larry Thomas, CEPA - UBS Financial Services Inc. is a reputable finance institution located at 64 Willow Place in Menlo Park, California, United States. Specializing in comprehensive financial planning and wealth management, Larry Thomas, CEPA and his team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, they offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Trustworthy and experienced, Larry Thomas, CEPA - UBS Financial Services Inc. is committed to providing top-notch financial solutions for individuals and families in the Menlo Park area.
E & A Accounting Services
E & A Accounting Services is a professional accounting firm located at 3375 Edison Way in Menlo Park, California. We specialize in providing a wide range of accounting services including bookkeeping, tax preparation, payroll services, and financial consulting. Our team of experienced accountants is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with day-to-day accounting tasks or long-term financial planning, we are here to provide personalized and reliable service. Contact us today to learn more about how E & A Accounting Services can meet your financial needs.
Stephen Miller Gallery
The Stephen Miller Gallery is a unique institution located at 800 Santa Cruz Avenue in Menlo Park, California. This multifaceted establishment offers a variety of services including finance, home goods, laundry, and a store. Visitors can explore a curated collection of home decor, furniture, and accessories, as well as take advantage of financial services and laundry facilities all under one roof. The Stephen Miller Gallery provides a convenient and versatile shopping experience for residents and visitors alike.
Davis Polk & Wardwell LLP
Davis Polk & Wardwell LLP is a prestigious law firm located at 1600 El Camino Real in Menlo Park, California, United States. Known for its exceptional legal experience, industry knowledge, and collaborative approach, Davis Polk is the trusted partner you need to navigate uncertainty and capitalize on opportunities in today's ever-changing world. The institution recently made headlines with the approval of the Grayscale Bitcoin Trust as the world's largest bitcoin ETF, the Novo Nordisk acquisition of certain Catalent sites from Novo Holdings, and Harvest Partners' successful $5.34 billion fundraise for its ninth flagship PE fund.
Frosch Travel
Frosch Travel is a renowned travel agency located at 825 Santa Cruz Avenue in Menlo Park, California, United States. With offices in over 40 locations worldwide, Frosch is known for providing exceptional service in global travel management and luxury vacation planning. Their team of over 2200 professionals have been recognized by top industry publications for their expertise, ensuring that clients receive personalized service that exceeds expectations. Frosch specializes in various sectors including legal, financial, entertainment, energy, group travel, conferences & events, rewards & incentives, private client services, and student travel. They offer tailored travel management programs to meet the specific needs of each client, providing peace of mind and top-notch service 24/7.
Charlotte Russell - State Farm Insurance Agent
Charlotte Russell - State Farm Insurance Agent is a local insurance agency located at 1391 Woodside Road in Redwood City, California. Serving the greater Bay Area, including Redwood City, Palo Alto, Menlo Park, and Mountain View, our team is dedicated to providing personalized insurance solutions for individuals and families. With over 15 years of experience in the industry, Charlotte Russell is committed to helping clients understand their unique insurance needs and find the right coverage to protect what matters most to them. At our office, you can get quotes for auto insurance, homeowners insurance, renters insurance, life insurance, commercial insurance, small business insurance, and financial services. We believe in giving back to the community and support local organizations such as Samaritan House, Street Life Ministries, and the La Honda Fire Brigade.
Steve Fiorentino - State Farm Insurance Agent
Steve Fiorentino - State Farm Insurance Agent is a trusted insurance agency located at 734 Woodside Road in Redwood City, California. Our dedicated team is committed to serving the Bay Area community by providing personalized insurance and financial services. With over 35 years of experience, we specialize in Car, Life, Health, RV, Motorcycle Insurance, and more. Our team consists of licensed professionals who share our passion for protecting our neighbors with quality insurance coverage. We take pride in building lasting relationships with our clients in Redwood City, Woodside, Atherton, Portola Valley, San Carlos, Menlo Park, Mountain View, Daly City, Palo Alto, and San Mateo. Contact us today for a free insurance quote and let us help you plan for the future with confidence.
Allstate
Allstate is a reputable finance and insurance agency located at 770 Menlo Avenue in Menlo Park, California, United States. With a strong presence in the industry, Allstate offers a wide range of insurance products and financial services to meet the diverse needs of its customers. Whether you are looking for auto, home, life, or business insurance, Allstate has you covered with their reliable and comprehensive coverage options. Trust Allstate to protect what matters most to you and provide peace of mind for the future.
Post N' More
Post N' More is a one-stop shop located in Menlo Park, California, offering a variety of financial services and retail products. Conveniently situated at 1259 El Camino Real, this institution is your go-to destination for all your mailing, shipping, and printing needs. In addition to providing efficient postal services, Post N' More also carries a wide selection of office supplies, gifts, and greeting cards. Whether you need to send a package, print documents, or purchase stationery, Post N' More has you covered. Visit us today for friendly service and quality products.
60monthloans, Inc.
60monthloans, Inc. is a finance institution located at 640 Menlo Avenue in Menlo Park, California, United States. Specializing in providing long-term loans with a repayment period of 60 months, 60monthloans, Inc. offers flexible and affordable financing options to individuals and businesses. With a commitment to excellent customer service and competitive interest rates, this institution is dedicated to helping clients achieve their financial goals.
First Republic Bank
First Republic Bank, located at 1215 El Camino Real in Menlo Park, California, is a full-service institution offering ATM, banking, and financial services. With a focus on providing exceptional service, they tailor solutions to meet the individual needs of their clients. Deposit products are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for customers. Investment services through J.P. Morgan Wealth Management offer opportunities for growth, while insurance products are available through Chase Insurance Agency, Inc. Trust and fiduciary services are also offered, providing a comprehensive range of financial solutions. Please note that investment and insurance products are subject to market risks and are not guaranteed by First Republic Bank or any of its affiliates.
NOTARIO de El Salvador
NOTARIO de El Salvador is a finance institution located at 3705 Haven Avenue in Menlo Park, California. Our team of professionals specializes in a wide range of financial services, including notarial services, document authentication, and legal advice for individuals and businesses from El Salvador. With years of experience and expertise in the field, we are committed to providing our clients with reliable and efficient solutions to meet their financial needs. Visit us today to learn more about how we can assist you with your financial matters.
Opes Wealth Management
Opes Wealth Management is a finance institution located at 535 Middlefield Road, Menlo Park, California, United States. Our team of experts specializes in guiding individuals through complex financial scenarios to help them achieve peace, stability, and confidence in their financial futures. We understand that money is a complex medium that can impact the quality of our lives, which is why we take a personalized approach to wealth management. Our approach involves learning your unique story and needs so that we can effectively guide you towards your financial goals. Through our proprietary software, Opes Advantage, we analyze the impact of decisions on your financial future over time. We also incorporate tax strategies, real estate management, and investment portfolio construction to maximize risk-adjusted returns for our clients.
US Bank Mortgage
US Bank Mortgage is a leading financial institution located at 1105 El Camino Real in Menlo Park, California. As a trusted provider of mortgage services, US Bank Mortgage offers a wide range of loan options and expert guidance to help customers achieve their homeownership goals. With a reputation for excellence and a commitment to customer satisfaction, US Bank Mortgage is dedicated to providing personalized solutions and competitive rates to meet the unique needs of each client. Whether you are a first-time homebuyer or looking to refinance, US Bank Mortgage is here to support you every step of the way.
Nopar & Associates
Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
Kiem Barbara J Attorney At Law
Kiem Barbara J Attorney At Law is a reputable legal institution specializing in accounting, finance, and legal services. Located at 750 Menlo Avenue in Menlo Park, California, this institution is dedicated to providing expert legal advice and representation to clients in need. With years of experience in the field, Attorney Barbara J Kiem is committed to helping individuals and businesses navigate complex legal matters with professionalism and integrity. Whether you are seeking assistance with financial planning, tax issues, or legal disputes, Kiem Barbara J Attorney At Law is here to provide you with the guidance and support you need.
Holman Law
Holman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.
Bill Cohen - State Farm Insurance Agent
Bill Cohen - State Farm Insurance Agent is a trusted insurance agency located at 325 Sharon Park Drive in Menlo Park, California. With over 200 years of combined office experience, the team is dedicated to helping clients with their Auto, Home, and Life insurance needs throughout California. Serving areas such as Menlo Park, Atherton, Stanford, Palo Alto, Woodside, and Red City, the agency offers comprehensive insurance reviews to ensure that coverages align with individual needs and preferences. The team's mission is to help clients manage risks, recover from unexpected events, and achieve their dreams. Services include auto insurance, homeowners’ insurance, life insurance, business insurance, and more. The office manager conducts complementary insurance reviews, while other team members specialize in providing fast quotes, comprehensive policy bundling, and personalized service. Whether you need auto insurance, renters insurance, or estate planning assistance, the team at Bill Cohen - State Farm Insurance Agent is here to help you navigate the world of insurance with professionalism and care.
Farmers Insurance - Philip Porter
Farmers Insurance - Philip Porter is an insurance agency located at 671 Oak Grove Avenue in Menlo Park, California. Philip Charles Porter, also known as Charlie Porter, is the local Farmers Insurance agent who is dedicated to keeping you informed about ways to protect what matters most to you. Whether you are in need of auto insurance, homeowners insurance, life insurance, or financial services, they have you covered. The agency is conveniently located in downtown Menlo Park, making it easily accessible for clients. The team at Farmers Insurance - Philip Porter prioritizes taking care of their clients and is readily available to assist with any insurance needs. They can help with high fire risks and are committed to being there for you when you need them. Whether you are looking for comprehensive coverage, collision coverage, or assistance with deductibles and medical payments, the knowledgeable staff at Farmers Insurance - Philip Porter can help guide you through the process.
Farmers Insurance - Duckhwan Kim
Farmers Insurance - Duckhwan Kim is an insurance agency located at 68 Willow Road in Menlo Park, California. With a commitment to providing personalized insurance solutions for individuals and businesses, Duckhwan Kim and his team strive to protect their clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, Farmers Insurance - Duckhwan Kim offers a range of coverage options to meet your specific needs. Contact them today for expert advice and exceptional customer service.
Chase Bank
Chase Bank, located at 650 Santa Cruz Avenue in Menlo Park, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in cash flow management, credit solutions, and payroll services, Chase Bank also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Additionally, Chase Private Client offers a premium banking and investment experience. Member FDIC.
Loan Till Payday Online
Loan Till Payday Online is a finance institution located at 1162 Oak Grove Avenue, Menlo Park, California, United States. Our secure online form only takes a few minutes to complete, offering a convenient way to access financial assistance. Please note that individuals facing serious financial difficulties should explore other options or seek professional advice. By submitting your information on our website, you consent to the use of Site Visit Recordation Technology. We are not a lender or agent, but rather a platform connecting you with financial service providers who can assist with your financial needs. Our services are offered free of charge, with lenders paying a fee to connect with consumers. You may have the option to be connected to a tribal lending enterprise, subject to tribal and federal laws.
Vale Capital
Vale Capital is a leading finance institution located at 770 Menlo Avenue in Menlo Park, California, United States. Specializing in investment banking and financial advisory services, Vale Capital offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Vale Capital is dedicated to providing top-tier financial services to individuals and businesses alike. Whether you are looking to raise capital, make strategic investments, or navigate complex financial transactions, Vale Capital is here to help you succeed.
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