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David T. Lee - BancWest Investment Services Wealth Financial AdvisorFinancial advisor in Palo Alto, CA

David T. Lee - BancWest Investment Services Wealth Financial Advisor is a financial advisor at 531 Cowper St, Palo Alto, CA 94301, rated 5.0 from 1 Google review. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Palo Alto, CA0 paid placements in any rankingHow we rank

Key facts

Key facts about David T. Lee - BancWest Investment Services Wealth Financial Advisor
Address531 Cowper St, Palo Alto, CA 94301Get directions
Phone(650) 269-0476
Websitebankofthewest.com
HoursMonday to Sunday: 8 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Palo Alto and 11 towns within 25 miles: Menlo Park, Stanford, East Palo Alto, North Fair Oaks, Redwood City, Los Altos, Mountain View, San Carlos, Redwood Shores, Belmont and Newark.

Based in Palo Alto, CAView on map

Opening hours

Opening hours for David T. Lee - BancWest Investment Services Wealth Financial Advisor
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
Saturday8 AM – 5 PM
Sunday8 AM – 5 PM
  • Open evenings — no
  • Open Saturdays
  • Open Sundays

Questions about David T. Lee - BancWest Investment Services Wealth Financial Advisor

What are David T. Lee - BancWest Investment Services Wealth Financial Advisor’s hours?

David T. Lee - BancWest Investment Services Wealth Financial Advisor is open 7 days a week. Its listed hours are Monday to Sunday, 8 AM – 5 PM. On Saturdays it is open 8 AM to 5 PM, and on Sundays 8 AM to 5 PM. Hours come from the business listing; holiday hours may differ.

What areas does David T. Lee - BancWest Investment Services Wealth Financial Advisor serve?

Serves Palo Alto and 11 towns within 25 miles: Menlo Park, Stanford, East Palo Alto, North Fair Oaks, Redwood City, Los Altos, Mountain View, San Carlos, Redwood Shores, Belmont and Newark. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about David T. Lee - BancWest Investment Services Wealth Financial Advisor?

David T. Lee - BancWest Investment Services Wealth Financial Advisor has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact David T. Lee - BancWest Investment Services Wealth Financial Advisor?

Call David T. Lee - BancWest Investment Services Wealth Financial Advisor on (650) 269-0476. The business is at 531 Cowper St, Palo Alto, CA 94301. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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