Merrill Lynch Financial Advisor Mojgan Mohammadi
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 560 S Winchester Blvd, San Jose, CA 95128
- Phone
- (408) 260-6053
- 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
At Merrill Lynch Financial Advisor Mojgan Mohammadi, we help San Jose households plan with confidence, from building savings and investments to preparing for the long term. Our practice works as a financial consultancy and planning service, serving individuals and families across San Jose and the wider Santa Clara County area.
We focus on understanding each client's goals, timeline and comfort with risk, so the advice we give fits their real life rather than a one-size-fits-all template. Whether you are just starting to organize your finances or refining an existing portfolio, we aim to make each step clear and manageable.
Our approach is built on regular, straightforward conversations, so you always know where things stand and why.
Learn more and get in touch through our website.
We focus on understanding each client's goals, timeline and comfort with risk, so the advice we give fits their real life rather than a one-size-fits-all template. Whether you are just starting to organize your finances or refining an existing portfolio, we aim to make each step clear and manageable.
Our approach is built on regular, straightforward conversations, so you always know where things stand and why.
Learn more and get in touch through our website.