Merrill Lynch Financial Advisor David Zeising

★☆☆☆☆1.0 (1) Financial Services Walnut Creek

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
Phone
(925) 946-3088
Website
advisor.ml.com
County
Contra Costa 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 David Zeising offers personal financial planning and investment advisory services from our office in Walnut Creek, serving families and individuals across Contra Costa County and the East Bay. We work with clients to build clear, practical plans for their goals, whether that means saving for retirement, managing investments, or preparing for the next stage of life.

Our approach centers on understanding each client's situation and explaining the options in plain language so you can make confident decisions about your money. We take the time to answer questions thoroughly and keep you informed as your circumstances and markets change.

Learn more about our services on our website, or call or stop by our Walnut Creek office to start a conversation about your financial goals.