Merrill Lynch Financial Advisor Valentine Huang

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
3075A Hansen Way, Palo Alto, CA 94304
Phone
(650) 473-7821
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 and Peninsula households turn to Merrill Lynch Financial Advisor Valentine Huang for personal financial planning and investment guidance tailored to their goals. We work with individuals and families in Palo Alto and across the Peninsula to build a clear plan for the decisions that matter most, from saving and investing to long-term wealth planning.

Our approach starts with understanding where you are today and where you want to go, so every recommendation is grounded in your specific situation. We explain each step in plain language, so you always know why we are suggesting a particular strategy and how it fits your priorities.

Our focus is on steady, thoughtful guidance that helps you move forward with confidence through changing markets and changing life circumstances.

You can learn more about our services and get started through our website.