Relentless Service
Our unparalleled dedication to your financial success. A relationship built on trust, supported by a firm built on experience, stability, and innovation.
Menlo Park Office
Location
1150 El Camino Real
Menlo Park, CA 94025
Phone:
(650) 323-5173
Fax:
(650) 323-2258
Office Email:
MenloPark_office@wedbush.com
Office Hours:
Monday to Friday 7:30 AM - 4:30 PM PST
Office Manager:
Bob Woods Why Connect with a Local Office?
Our clients come first. We are in business to provide value-added services to each of our clients.
Our advisors listen to you. They seek out and evaluate a wide variety of investment choices and recommend those investments with the best potential to achieve your personal financial goals. You'll get warm, friendly service and local expertise that can assist with all of your investment needs.
Product & Services:
- Wealth Management
- Portfolio Structure & Management
- Insurance & Annuities
- Listed & NASDAQ Securities
- Fixed-Income Products
- Mortgage Financing
- Corporate Finance
- Public Finance
- Stock Option Exercise
- Rule 144 Transactions
- Qualified & Non-Qualified Retirement Plans
- Investment Management Programs
- Client Banking Department for Specialized Margin Loans
- Low Interest Collateral Loans
- Interest Credit Balances
- CreditPlus (Cash Management)
- ClientLink (Online Account Access)
- Online Investing