Peter Feldenheimer & Associates - Menlo Park, California

Peter Feldenheimer & Associates is a highly regarded insurance agency and financial consulting firm located at "Address: 1134 Crane St # 222, Menlo Park, CA 94025". With a focus on comprehensive financial planning, the firm specializes in insurance agency, financial consulting, and life insurance agency services.

Specialties

As an insurance agency, Peter Feldenheimer & Associates offers a wide range of insurance products, including home, auto, life, and disability insurance. As financial consultants, they provide expert advice on investment strategies, retirement planning, trusts, and living wills. Their life insurance agency services ensure that clients are well-protected and prepared for the future.

Additional Points of Interest

The firm offers several convenient features, such as online appointments, onsite services, wheelchair accessible entrance and parking lot, and a welcoming environment for the LGBTQ+ community. Appointments are required to ensure personalized attention and quality service for each client.

Client Reviews and Reputation

Peter Feldenheimer & Associates has received numerous positive reviews, with a current average opinion of "5/5" on Google My Business. One satisfied client shared their experience: "Peter Feldenheimer was my financial advisor for a one-time plan. I am very satisfied with his work. He is thorough, professional, friendly, and responsive."

Recommendation

If you're looking for a reliable and experienced financial consultant or insurance agency, consider Peter Feldenheimer & Associates. Their expertise, personalized approach, and commitment to client satisfaction make them an excellent choice. To learn more about their services or to schedule an appointment, visit their website at peterfeldenheimer.com.

👍 Reviews of Peter Feldenheimer & Associates

Rosalyn Ly

5/5

Peter Feldenheimer was my financial advisor for a one-time plan. I am very satisfied with his work. Peter developed a complete retirement plan that was far more comprehensive than any financial advisors I have used in the past. He not only reviewed all my financials but also considered my taxes, life/disability, home/auto insurance, trusts, and living will. He is thorough, professional, friendly, and responsive. After such a positive experience I added the ongoing services to Investment Retainer. Without hesitation, I would recommend Peter Feldenheimer.

Support PetGroomer

5/5

Peter and his team are extremely efficient and customer oriented and provided us with outstanding rates with State Farm. He took the time to carefully go thru our insurance policies to ensure we had adequate coverage for our company crew. I highly recommend Him and his office!