S H.
8/20/2019
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 such a daunting task of...
Menlo Asset Management
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1010 El Camino Real Ste 370
Menlo Park, CA 94025
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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