Merrill Lynch Financial Advisor Blake Welpton
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1111 Broadway 22nd Floor, Oakland, CA 94607
- Phone
- (510) 208-3832
- Website
- advisor.ml.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 7:30 AM–3:30 PM
- Tuesday: 7:30 AM–3:30 PM
- Wednesday: 7:30 AM–3:30 PM
- Thursday: 7:30 AM–3:30 PM
- Friday: 7:30 AM–3:30 PM
- Saturday: Closed
- Sunday: Closed
About
Downtown Oakland and Alameda County families turn to Merrill Lynch Financial Advisor Blake Welpton for personal financial planning and investment guidance that helps clients work toward their goals with greater confidence. We are a financial consultancy and planning practice serving clients in Downtown Oakland and across Alameda County.
Our work centers on financial planning and investment advice, tailored to each client's circumstances, timeline and priorities. We take the time to understand where you are today and where you want to go, then build a plan around those goals.
Our role is to help you make informed decisions about your money, with clear explanations at every step.
If you are ready to talk about your financial future, visit our website to get in touch and start the conversation.
Our work centers on financial planning and investment advice, tailored to each client's circumstances, timeline and priorities. We take the time to understand where you are today and where you want to go, then build a plan around those goals.
Our role is to help you make informed decisions about your money, with clear explanations at every step.
If you are ready to talk about your financial future, visit our website to get in touch and start the conversation.