Merrill Lynch Financial Advisor Chuzhe Song

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
3075A Hansen Way, Palo Alto, CA 94304
Phone
(650) 473-7881
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

Palo Alto families and professionals turn to Merrill Lynch Financial Advisor Chuzhe Song for personal financial planning and investment guidance that helps clients work toward their goals with confidence. Our practice focuses on financial planning and investment advice tailored to each client's circumstances, from building a long-term savings strategy to managing the investments they already hold.

We serve individuals and households across Palo Alto and the Peninsula, bringing a planning-first approach that starts with understanding where you are today and where you want to go. Our conversations are built around clear explanations, so you always know the reasoning behind each recommendation and feel comfortable asking questions along the way.

You can learn more about our team and services on our website.