Bakos Investment Management
Business details
- Category
- Financial Services · Investment service
- Address
- 160 El Monte Ct, Los Altos, CA 94022
- Phone
- (650) 776-3928
- Website
- bakosinvestments.com
- County
- Santa Clara County
About
Whether you are planning for retirement or building long-term savings, Bakos Investment Management offers investment services tailored to your goals. We are an investment management firm based in Los Altos, serving families and individuals across Santa Clara County and the wider Bay Area.
Our approach centers on understanding your financial situation and crafting a strategy that fits your timeline and comfort with risk. We manage investment portfolios with a focus on clear communication, so you always know where your money stands and why decisions are made.
Whatever stage of life you are in, we aim to be a steady, trustworthy partner in your financial planning.
To learn more about how we can help, visit our website or stop by our office in Los Altos.
Our approach centers on understanding your financial situation and crafting a strategy that fits your timeline and comfort with risk. We manage investment portfolios with a focus on clear communication, so you always know where your money stands and why decisions are made.
Whatever stage of life you are in, we aim to be a steady, trustworthy partner in your financial planning.
To learn more about how we can help, visit our website or stop by our office in Los Altos.