Menlo Park, CA Financial Planner

STAY AWAY FROM UNITED CAPITAL INVESTMENTS! I bought the minimum $50,000 of a safe fixed income instrument for security. After 2 years it failed to return the 10 year bo ... more

Clayton and the rest of the team at Menlo Asset Management have done a truly exemplary job since I became a client. They have helped me make sense of what had seemed like ... more

My husband and I consulted with Will on an important financial situation for our family, and he was able to guide us in the right direction with his expertise. Will is ve ... more

If you plan on applying for a job here, please don't bother. After scheduling and confirming an interview, the company did not even bother to call for the interview, nor ... more

Excellent

Friendly staff that quickly addressed my requests

I've always had wonderful service at this bank. Everyone has been helpful, friendly and professional.

Nice service with quick process. Always first consideration here.

Great tax guys my only complaint I was charged nearly 600 for 4 W2 punch ins.  I did my 2019 taxes in 10 minutes on H & R Blocks website.  The reason I went to them I ... more