Merrill Lynch Financial Advisor Elizabeth Payton Thomas
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1111 Broadway 22nd Floor, Oakland, CA 94607
- Phone
- (510) 208-3873
- Website
- advisor.ml.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 7:30 AM–3:30 PM
- Tuesday: 7:30 AM–3:30 PM
- Wednesday: 7:30 AM–3:30 PM
- Thursday: 7:30 AM–3:30 PM
- Friday: 7:30 AM–3:30 PM
- Saturday: Closed
- Sunday: Closed
About
At Merrill Lynch Financial Advisor Elizabeth Payton Thomas, we help families and individuals in Downtown Oakland and across Alameda County plan with confidence for the goals that matter most to them. We provide personal financial planning and investment guidance, tailored to where each client is in life and where they want to go next.
Our approach starts with listening, so we can understand your priorities, your concerns and the big decisions ahead before we recommend any next steps. We take the time to explain each option clearly, so you always know what is being suggested and why.
Our Oakland office serves clients throughout the East Bay who want a steady, thoughtful partner for long-term financial planning.
Learn more and get in touch through our website.
Our approach starts with listening, so we can understand your priorities, your concerns and the big decisions ahead before we recommend any next steps. We take the time to explain each option clearly, so you always know what is being suggested and why.
Our Oakland office serves clients throughout the East Bay who want a steady, thoughtful partner for long-term financial planning.
Learn more and get in touch through our website.