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Chase
Category:
Prepaid Cards, ATM, Bank, Check, Debit
650 Santa Cruz Ave
Menlo Park,
California 94025
I'm always greeted with a smile from the guys and gals behind the desk! I've been banking there...
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I'm always greeted with a smile from the guys and gals behind the desk! I've been banking there for over 15 years now. I wish they had more ATM machines in the front and maybe one in the back! Aloha!
Pros: The staff and services
Cons: Only have 1 ATM machine on a busy dowtown street.
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Dan Walsh
Category:
Investment Management Services
Menlo Park,
California 94025
(650) 473-7905
Complete dedication to customer service. Follow through on every thing you ask for - even if is...
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Complete dedication to customer service. Follow through on every thing you ask for - even if is not associated with the financial services. Anticipates services. Has a very good team supporting him.
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Understands local real estate issues and charges reasonable rates vs the large firms.
Understands local real estate issues and charges reasonable rates vs the large firms.
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Marti Norberg
Category:
Accounting & Bookkeeping
800 Menlo Ave
Menlo Park,
California 94025
(650) 326-1099
Most fair, efficient and honest service you'll find on the Peninsula... and extremely personalized...
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Most fair, efficient and honest service you'll find on the Peninsula... and extremely personalized and thoughtful as well.
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Leslie Beck
Category:
Investment Management Services
Menlo Park,
California 94026
We built it to serve clients the way we would like to be served if we were the client. Please...
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We built it to serve clients the way we would like to be served if we were the client. Please note that our minimum account is generally $2 million of investable assets, although we regularly waive it if there is a high likelihood of achieving that level or more within a reasonable time frame.
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While this review isn't truly independent (I'm the founder), I think you'll find the company's...
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While this review isn't truly independent (I'm the founder), I think you'll find the company's services extremely compelling.
Pariveda provides investment advice and management services to individual investors. While they do not provide "financial planning" services, they do undertake a thorough consultation and review of each prospective client's financial situation prior to engagement. This "risk profiling" review results in each prospective client being assigned a personalized benchmark against which their future performance is compared.
Unlike many investment advisors, Pariveda has an explicit goal of out-performing each client's personal benchmark by 3-5% annually (net-of-fees) over a full market cycle. Their quarterly reports to clients emphasize how well they are meeting these goals.
Client accounts are each held in the client's name at retail brokerage firms. While Pariveda has a relationship with a well-recognized brokerage firm, client's are free to determine where their money is held if they have such an interest.
Fees are extremely competitive, starting at 0.95% of assets under management for amounts to $200k, with lower rates for larger balances. There is an annual minimum fee of $760.
In order to market the company's fee-generating businesses, Pariveda also provides free advice to participants in select 401(k) plans and to individuals wishing to manage their own accounts using mutual funds through Fidelity, Schwab or TD Waterhouse.
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Marti Norberg
Category:
Accounting & Bookkeeping
800 Menlo Ave, #128
Menlo Park,
California 94025
(650) 326-1099
Very thorough, quick and reasonable rates.
Very thorough, quick and reasonable rates.
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Bill Cohen
Category:
Insurance
697 Menlo Ave
Menlo Park,
California 94025
(650) 323-8232
Very honest, reliable, returns phone calls quickly. Very knowledgeable
Very honest, reliable, returns phone calls quickly. Very knowledgeable
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For insurance, it's relatively painless. Sue has been our agent for years now. Allied is a...
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For insurance, it's relatively painless. Sue has been our agent for years now. Allied is a broker so they look for the best rates around rather than the best rates from a specific vendor
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Wells Fargo Bank
Category:
Prepaid Cards, ATM, Bank, Check, Debit
325 Sharon Park Dr
Menlo Park,
California 94025
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