Merrill Lynch Financial Advisor DJ Chan
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 945-4821
- 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
Whether you're planning for retirement or looking to grow your investments, Merrill Lynch Financial Advisor DJ Chan offers financial planning and advisory services tailored to you. We are a financial consultancy serving individuals and families in Walnut Creek and across Contra Costa County.
Our work centers on understanding your goals and building a plan around them, from long-term financial planning to ongoing investment guidance. We take the time to listen carefully, explain each step clearly, and keep you informed as your circumstances change.
Our approach is personal and straightforward, with a focus on helping you feel confident about your financial future.
To learn more about our services, visit our website or stop by to start the conversation.
Our work centers on understanding your goals and building a plan around them, from long-term financial planning to ongoing investment guidance. We take the time to listen carefully, explain each step clearly, and keep you informed as your circumstances change.
Our approach is personal and straightforward, with a focus on helping you feel confident about your financial future.
To learn more about our services, visit our website or stop by to start the conversation.