Sand Hill Global Advisors

★★★★☆4.0 (2) Financial Services Palo Alto

Business details

Category
Financial Services · Financial planner
Address
245 Lytton Ave #300, Palo Alto, CA 94301
Phone
(650) 854-9150
Website
sandhillglobaladvisors.com
County
Santa Clara County

Hours

  • Monday: 8 AM–4 PM
  • Tuesday: 8 AM–4 PM
  • Wednesday: 8 AM–4 PM
  • Thursday: 8 AM–4 PM
  • Friday: 8 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

About

Palo Alto families and professionals on the Peninsula turn to Sand Hill Global Advisors for financial planning guidance that brings clarity to their long-term goals. We help clients in Palo Alto and across Santa Clara County build a plan that connects their savings, investments and retirement goals into one coherent strategy.

Our work starts with understanding where you are today and where you want to go, so every recommendation reflects your priorities. We take a thoughtful, planning-first approach, and we aim to explain each step clearly so you can make confident decisions with your money.

Whether you are preparing for retirement, planning for a major life change or simply want an outside perspective on your finances, we are here to help.

To learn more or set up a conversation, visit our website.