Merrill Lynch Financial Advisor Vivek Thoppay
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 50 W San Fernando St 16th Floor, San Jose, CA 95113
- Phone
- (408) 283-3139
- 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
Based in San Jose, Merrill Lynch Financial Advisor Vivek Thoppay offers financial consulting and planning services for families and individuals across Santa Clara County and the South Bay. We help clients think through their goals, from building savings and planning for retirement to managing investments over the long term.
Our approach is to listen first, so every recommendation reflects your priorities and the stage of life you are in. We aim to make complex financial decisions clear and manageable, with plain-language guidance at every step.
Whether you are just starting to plan or want a second look at your current strategy, we are glad to talk it through with you.
Learn more and get in touch through our website.
Our approach is to listen first, so every recommendation reflects your priorities and the stage of life you are in. We aim to make complex financial decisions clear and manageable, with plain-language guidance at every step.
Whether you are just starting to plan or want a second look at your current strategy, we are glad to talk it through with you.
Learn more and get in touch through our website.