Menlo Asset Management is a trusted financial advisory firm located in Menlo Park, CA, with over three decades of experience in assisting businesses, families, and individuals throughout Northern California. Their team offers thoughtful counseling on investment strategies, pension retirement benefits, and insurance coverage, with a goal to fulfill clients' needs independently and without promoting proprietary financial products.
With a focus on exceptional financial planning, including estate and retirement planning, Menlo Asset Management treats all clients as family and provides a trustworthy referral network of CPAs, attorneys, lenders, and financial institutions to support their clients' financial goals.
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