Merrill Lynch Financial Advisor Daniel Walsh

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
3075A Hansen Way, Palo Alto, CA 94304
Phone
(650) 473-7905
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 Daniel Walsh, we help Palo Alto residents and families across the Peninsula build a clear plan for their financial goals. We work with individuals and households on financial planning and investment guidance, tailored to where each client is in life.

Our approach starts with understanding your priorities, then mapping out practical steps to help you save, invest and protect what matters most. We serve clients throughout Palo Alto and the wider South Bay, offering ongoing guidance as your circumstances change.

Learn more about our services and get in touch through our website.