Merrill Lynch Financial Advisor Paul Lukas
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 50 W San Fernando St 16th Floor, San Jose, CA 95113
- Phone
- (408) 283-3035
- 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
For financial planning and wealth management in San Jose, Merrill Lynch Financial Advisor Paul Lukas is here to help. We work with individuals and families across San Jose and Santa Clara County who want a clear plan for their financial goals.
Our team takes the time to speak regularly with clients about their wealth management accounts, so you always know where things stand. We focus on putting your interests first and on providing the methods that aim to deliver the best results for your financial goals.
Clients have told us they value our knowledge and responsiveness, and we work hard to keep their accounts steady through market swings. Whether you are just starting to plan or are managing a growing portfolio, we would be glad to talk through your options.
Book through our website or give us a call to schedule a conversation.
Our team takes the time to speak regularly with clients about their wealth management accounts, so you always know where things stand. We focus on putting your interests first and on providing the methods that aim to deliver the best results for your financial goals.
Clients have told us they value our knowledge and responsiveness, and we work hard to keep their accounts steady through market swings. Whether you are just starting to plan or are managing a growing portfolio, we would be glad to talk through your options.
Book through our website or give us a call to schedule a conversation.