Merrill Lynch Financial Advisor Alex Wheeler
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 50 W San Fernando St 16th Floor, San Jose, CA 95113
- Phone
- (408) 283-3008
- Website
- advisor.ml.com
- County
- Santa Clara County
Hours
- Monday: 7 AM–3 PM
- Tuesday: 7 AM–3 PM
- Wednesday: 7 AM–3 PM
- Thursday: 7 AM–3 PM
- Friday: 7 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Merrill Lynch Financial Advisor Alex Wheeler helps San Jose residents plan and grow their finances with personal, practical guidance. We work with individuals and families across San Jose and the wider South Bay to build investment strategies around their goals, whether that means saving for retirement, growing wealth, or planning for the next stage of life.
Our financial planning services are designed to bring clarity to decisions that can feel complicated, from managing existing assets to setting a long-term course. We take the time to understand each client's situation, priorities and comfort with risk before recommending any approach.
Our goal is to keep you informed at every step so you can make confident choices about your money.
Learn more and get in touch through our website.
Our financial planning services are designed to bring clarity to decisions that can feel complicated, from managing existing assets to setting a long-term course. We take the time to understand each client's situation, priorities and comfort with risk before recommending any approach.
Our goal is to keep you informed at every step so you can make confident choices about your money.
Learn more and get in touch through our website.