In a changing financial world, it’s important to have the experience and knowledge of a financial advisor who has assisted clients for over three decades. That’s the experience you’ll receive from Menlo Asset Management.
Our team has been serving businesses, families, and individuals throughout Northern California by offering thoughtful counseling on investment strategies, pension/retirement benefits, and insurance coverage. Our goal is to fulfill your needs, independently, without a need to promote proprietary financial products.
If you’re looking for comprehensive financial planning, including estate and retirement planning, find out how Menlo Asset Management can help you to pursue the financial lifestyle you seek. We treat all our clients as family and we have a trustworthy referral network of CPAs, attorneys, lenders and financial institutions* to help support you.
*Tax, legal, mortgage and banking services are not offered by Menlo Asset Management, LPL Financial or affiliated advisors.
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