U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 620 Santa Cruz Ave, Menlo Park, CA 94025
- Phone
- (650) 226-2501
- 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
Menlo Park and Peninsula households turn to U.S. Bank - Wealth Management Banker: Kelvin Lam Lam for financial planning and consulting that brings clarity to long-term goals. We work with individuals and families who want a thoughtful plan for saving, investing and protecting what they have built over time.
Our approach starts with understanding your priorities, then building a strategy around them that we review as your life changes. We serve clients across Menlo Park and the wider Peninsula, offering guidance tailored to each stage of financial life.
Our team is committed to clear, straightforward conversations so you always know where you stand and what your next steps are.
Learn more and get in touch through our website.
Our approach starts with understanding your priorities, then building a strategy around them that we review as your life changes. We serve clients across Menlo Park and the wider Peninsula, offering guidance tailored to each stage of financial life.
Our team is committed to clear, straightforward conversations so you always know where you stand and what your next steps are.
Learn more and get in touch through our website.