Menlo Oaks Capital Group LLC

Business details

Category
Financial Services · Investment service
Address
885 Oak Grove Ave #208, Menlo Park, CA 94025
Phone
(650) 391-9232
Website
menlooakscapitalgroupllc.com
County
San Mateo County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Menlo Oaks Capital Group LLC brings together clear guidance, thoughtful planning, and steady investment support, and that's what we offer our clients in Menlo Park. We are an investment service firm serving individuals and families across Menlo Park and the Peninsula.

Our work centers on helping clients understand their financial goals and build portfolios designed around them. We focus on practical, well-organized advice so that every decision is made with purpose.

Our approach is straightforward: we explain our reasoning, keep you informed, and adjust our strategy as your circumstances change.

Learn more about our services on our website, or call or stop by to start a conversation about your financial future.