Wealth Management in Portola Valley, CA

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List of Firms

Portola Valley, CA Wealth Management Firms

SEC File# 801-73546
CRD# 161509
Location 3200 Alpine Rd, Portola Valley, CA 94028, USA
Phone (650) 388-7600
SEC File# 801-70332
CRD# 150460
5 out of 5
Location 3270 Alpine Rd, Portola Valley, CA 94028, USA
Phone (650) 433-3500
The McKelvy Group - Morgan Stanley
Location 2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025, USA
Phone (650) 234-5130
Pollock Financial Group
Location 150 Portola Rd, Portola Valley, CA 94028, USA
Phone (650) 529-0500
Robert E McKee IV - Morgan Stanley
Location 2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025, USA
Phone (650) 926-7176
Wealth Management in Portola Valley, CA

Where Wealth Management Advisors in Portola Valley, CA Serve

Portola Valley, CA is a small town located in the San Francisco Bay Area. It is home to some of the wealthiest people in the country and is known for its lush landscape and expensive homes. Some of the landmarks in Portola Valley include the Windy Hill Open Space Preserve and Alpine Road. The top employers in Portola Valley are Stanford University and Google. Major highways and streets in the town include I-280 and Page Mill Road. The neighborhoods in Portola Valley are mostly affluent and include Los Trancos Woods, Monte Bello, and Westridge.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Portola Valley, CA offer a wide range of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. They also offer a variety of other services such as online banking, bill pay, and mobile banking. This allows their customers to access their account information and conduct transactions from anywhere at any time.

Retirement Planning

Retirement planning in Portola Valley, CA is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

A tax accountant in Portola Valley, CA is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on tax planning and compliance issues.tax accountants in Portola Valley, CA must stay up-to-date on changes to the tax code, so they can ensure that their clients are taking advantage of all available tax deductions and credits.

Financial Advisor

A financial advisor in Portola Valley, CA helps individuals and businesses plan for their financial future. They offer a variety of services, such as investment advice, retirement planning, and estate planning. Financial advisors work with a wide range of clients, from young professionals just starting out to retirees who are ready to retire. They help clients develop a plan that meets their individual needs and goals.

Insurance Broker

An insurance broker in Portola Valley, CA helps people find the best insurance policies for their needs. They work with a variety of insurance companies to find the best rates and coverage for their clients. They also help people file claims and handle any problems that may come up with their policies.

Mortgage Loan Officer

A mortgage loan officer in Portola Valley, CA helps people obtain mortgages. They work with banks and other lenders to find loans that fit the borrowers' needs, and then help them through the application process. Mortgage loan officers also work with borrowers who are having trouble making their payments, to try to find ways to help them keep their homes.

Estate Planning Lawyer

An estate planning lawyer in Portola Valley, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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