Merrill Lynch Financial Advisor Mengxiao Shan
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 50 W San Fernando St 16th Floor, San Jose, CA 95113
- Phone
- (408) 260-6020
- 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
Families and professionals across San Jose turn to Merrill Lynch Financial Advisor Mengxiao Shan for financial consulting and financial planning that helps them build a clear, long-term path toward their goals. We work with clients in San Jose and throughout Santa Clara County to review where they stand today and map out practical strategies for saving, investing and protecting what they've built.
Our approach centers on understanding each client's priorities first, so every recommendation fits their circumstances and timeline. We aim to explain each option in plain language, so you always know the reasoning behind a decision before you move forward.
Whether you are planning for retirement, managing investments or looking for a steady partner for your finances, we are glad to help you take the next step.
Learn more and get in touch through our website.
Our approach centers on understanding each client's priorities first, so every recommendation fits their circumstances and timeline. We aim to explain each option in plain language, so you always know the reasoning behind a decision before you move forward.
Whether you are planning for retirement, managing investments or looking for a steady partner for your finances, we are glad to help you take the next step.
Learn more and get in touch through our website.