Merrill Lynch Financial Advisor Charles Mok
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 3075A Hansen Way, Palo Alto, CA 94304
- Phone
- (650) 473-7945
- Website
- advisor.ml.com
- County
- Santa Clara County
Hours
- Monday: 6:30 AM–3 PM
- Tuesday: 6:30 AM–3 PM
- Wednesday: 6:30 AM–3 PM
- Thursday: 6:30 AM–3 PM
- Friday: 6:30 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Merrill Lynch Financial Advisor Charles Mok helps Palo Alto residents and families across the Peninsula plan and grow their finances with confidence. We offer personalized financial planning and investment guidance, tailored to each client's goals, timeline and comfort with risk.
Our approach starts with listening, so we can build a clear plan for saving, investing and long-term wealth. We work with individuals and families in Palo Alto and the surrounding South Bay communities, bringing steady, practical advice to every stage of life.
Whether you are just getting started or refining an established portfolio, we aim to make complex financial decisions feel simple and manageable.
Learn more about our team and services on our website, or call or stop by to schedule a conversation.
Our approach starts with listening, so we can build a clear plan for saving, investing and long-term wealth. We work with individuals and families in Palo Alto and the surrounding South Bay communities, bringing steady, practical advice to every stage of life.
Whether you are just getting started or refining an established portfolio, we aim to make complex financial decisions feel simple and manageable.
Learn more about our team and services on our website, or call or stop by to schedule a conversation.