U.S. Bank – Wealth Management Banker: Elaine Lee

Business details

Category
Financial Services · Financial planner, Financial consultant
Address
799 Laurel St, San Carlos, CA 94070
Phone
(650) 637-2360
Website
usbank.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

For financial planning and wealth management in San Carlos, U.S. Bank – Wealth Management Banker: Elaine Lee is here to help. We work with individuals and families across San Carlos and the Peninsula who want clear, thoughtful guidance on their long-term financial goals.

Our services center on financial planning and consulting, helping you understand where you stand today and build a practical path forward. We take the time to listen to your priorities, explain your options in plain language, and tailor our recommendations to your situation.

Whether you are planning for retirement, growing your investments, or simply looking for a steady partner to review your finances, we are glad to talk.

Learn more and get in touch through our website.