Merrill Lynch Financial Advisor Catherine Shen
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 4900 Hopyard Rd, Pleasanton, CA 94588
- Phone
- (925) 227-6633
- Website
- advisor.ml.com
- County
- Alameda 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
Whether you're planning for retirement or looking to grow your savings, Merrill Lynch Financial Advisor Catherine Shen offers financial planning and advisory services tailored to you. We work with individuals and families in Pleasanton and across Alameda County to build clear, practical strategies around their goals.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We focus on financial consultation that helps you make informed decisions about investments, savings and long-term planning.
Our team is committed to clear communication, so you always know the reasoning behind each step we take together.
Visit our website to learn more about how we can support your financial goals.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We focus on financial consultation that helps you make informed decisions about investments, savings and long-term planning.
Our team is committed to clear communication, so you always know the reasoning behind each step we take together.
Visit our website to learn more about how we can support your financial goals.