Merrill Lynch Financial Advisor Curtis Bunch

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
3075A Hansen Way, Palo Alto, CA 94304
Phone
(650) 473-7917
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

At Merrill Lynch Financial Advisor Curtis Bunch, we help Palo Alto and Santa Clara County residents plan with confidence for the financial goals that matter most to them. We work as financial consultants and financial planners, offering guidance on building, protecting and growing personal wealth.

Our approach starts with understanding your full financial picture, so every recommendation is tailored to your goals, timeline and comfort with risk. We serve individuals and families across Palo Alto and the Peninsula who want a clear, long-term strategy rather than one-off advice.

You can learn more about our services and our local practice on our website.