Merrill Lynch Financial Advisor Jolon Staubli
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 3075A Hansen Way, Palo Alto, CA 94304
- Phone
- (650) 473-7871
- 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
Whether you're planning for retirement or looking to grow your investments, Merrill Lynch Financial Advisor Jolon Staubli offers financial planning and advisory services tailored to you. We work with individuals and families in Palo Alto and throughout Santa Clara County to build a clear picture of where their finances stand and where they want to go.
Our approach centers on understanding your goals, your timeline and your comfort with risk before we recommend any strategy. We take the time to explain each step in plain language, so you always know the reasoning behind a decision.
Whether you are just starting to think about long-term planning or refining an existing portfolio, we aim to make the process feel organized and manageable.
Learn more and get in touch through our website.
Our approach centers on understanding your goals, your timeline and your comfort with risk before we recommend any strategy. We take the time to explain each step in plain language, so you always know the reasoning behind a decision.
Whether you are just starting to think about long-term planning or refining an existing portfolio, we aim to make the process feel organized and manageable.
Learn more and get in touch through our website.