Merrill Lynch Financial Advisor Clarence Souza
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 90 E St Ground Floor, Santa Rosa, CA 95404
- Phone
- (707) 575-6309
- Website
- advisor.ml.com
- County
- Sonoma 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 Clarence Souza helps clients plan, invest and protect what they've worked for, with guidance tailored to each household's goals. We provide financial consulting and financial planning for individuals and families in Santa Rosa and across Sonoma County.
Our work starts with understanding your priorities, whether that's saving for retirement, growing investments or building a plan for the years ahead. We aim to explain each recommendation clearly so you can make confident decisions about your money.
Learn more about our services on our website, or call or stop by to set up a conversation about your financial goals.
Our work starts with understanding your priorities, whether that's saving for retirement, growing investments or building a plan for the years ahead. We aim to explain each recommendation clearly so you can make confident decisions about your money.
Learn more about our services on our website, or call or stop by to set up a conversation about your financial goals.