Merrill Lynch Financial Advisor Julie Saso
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 50 W San Fernando St 16th Floor, San Jose, CA 95113
- Phone
- (408) 283-3066
- Website
- advisor.ml.com
- County
- Santa Clara 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
Looking for financial planning in San Jose? Merrill Lynch Financial Advisor Julie Saso offers personal financial consultation and planning for individuals and families across the South Bay.
We work with clients to understand their goals, whether that means building savings, planning for retirement, or managing investments over time. Our approach starts with listening, so we can create guidance that fits your situation and your priorities.
We aim to keep our advice clear and practical, so you always know where your money stands and what the next steps are.
Learn more about our services on our website, or give us a call to set up a conversation.
We work with clients to understand their goals, whether that means building savings, planning for retirement, or managing investments over time. Our approach starts with listening, so we can create guidance that fits your situation and your priorities.
We aim to keep our advice clear and practical, so you always know where your money stands and what the next steps are.
Learn more about our services on our website, or give us a call to set up a conversation.