Merrill Lynch Financial Advisor Sameera Gupta
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 3075A Hansen Way, Palo Alto, CA 94304
- Phone
- (650) 473-7889
- Website
- advisor.ml.com
- County
- Santa Clara County
Hours
- Monday: 6:30 AM–3 PM
- Tuesday: 6:30 AM–3 PM
- Wednesday: 6:30 AM–3 PM
- Thursday: 6:30 AM–3 PM
- Friday: 6:30 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Palo Alto families and professionals turn to Merrill Lynch Financial Advisor Sameera Gupta for financial planning and investment guidance that helps them work toward their goals with confidence. We are a financial consulting practice based in Palo Alto, serving clients across Palo Alto and the South Bay.
Our work centers on financial planning, helping you understand where you stand today and build a clear path forward. We also offer investment consulting to help you make thoughtful decisions about your portfolio as your circumstances change.
Our approach is to take the time to understand your priorities, so the advice you receive is tailored to your life. We aim to explain each step in plain terms, so you always know what we are recommending and why.
To learn more about our services, visit our website and reach out to start a conversation.
Our work centers on financial planning, helping you understand where you stand today and build a clear path forward. We also offer investment consulting to help you make thoughtful decisions about your portfolio as your circumstances change.
Our approach is to take the time to understand your priorities, so the advice you receive is tailored to your life. We aim to explain each step in plain terms, so you always know what we are recommending and why.
To learn more about our services, visit our website and reach out to start a conversation.