Merrill Lynch Financial Advisor Mason McKown
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 560 S Winchester Blvd, San Jose, CA 95128
- Phone
- (408) 260-6025
- 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
Merrill Lynch Financial Advisor Mason McKown helps San Jose residents plan and manage their finances with confidence. Our work centers on financial planning and financial consulting, so we take time to understand your goals, your current situation and the steps that will move you forward.
We serve individuals and families across San Jose and the South Bay, offering guidance that is tailored to each client rather than one-size-fits-all advice. Whether you are building savings, preparing for retirement or looking for a clearer picture of your investments, we aim to make the process straightforward and easy to follow.
Learn more about our approach on our website, and reach out to start a conversation about your financial future.
We serve individuals and families across San Jose and the South Bay, offering guidance that is tailored to each client rather than one-size-fits-all advice. Whether you are building savings, preparing for retirement or looking for a clearer picture of your investments, we aim to make the process straightforward and easy to follow.
Learn more about our approach on our website, and reach out to start a conversation about your financial future.