David T. Lee - BancWest Investment Services Wealth Financial Advisor
Business details
- Category
- Financial Services · Investment service, Financial consultant, Financial planner
- Address
- 531 Cowper St, Palo Alto, CA 94301
- Phone
- (650) 269-0476
- Website
- bankofthewest.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: 8 AM–5 PM
- Sunday: 8 AM–5 PM
About
Clarity, steady guidance, and a plan built around your goals: that's what we offer at David T. Lee - BancWest Investment Services Wealth Financial Advisor. We help individuals and families in Palo Alto and across Santa Clara County work toward their financial goals through personalized investment and wealth planning.
Our services cover investment planning and financial planning, with each recommendation tailored to your circumstances and priorities. We take the time to understand where you are today and where you want to go, then build a clear strategy you can follow with confidence.
Our approach is patient and thoughtful, focused on helping you make informed decisions as your needs change over time.
Learn more and get in touch through our website.
Our services cover investment planning and financial planning, with each recommendation tailored to your circumstances and priorities. We take the time to understand where you are today and where you want to go, then build a clear strategy you can follow with confidence.
Our approach is patient and thoughtful, focused on helping you make informed decisions as your needs change over time.
Learn more and get in touch through our website.