Merrill Lynch Financial Advisor Weldon Poole
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 3075A Hansen Way, Palo Alto, CA 94304
- Phone
- (650) 473-7967
- 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 residents often turn to Merrill Lynch Financial Advisor Weldon Poole for personal financial planning and investment guidance tailored to their goals. We work with individuals and families in Palo Alto and across Santa Clara County to build clear, long-term plans for saving, investing and retirement.
Our financial planning services are designed to help you understand where you stand today and what steps will move you toward the future you want. We take the time to listen to your priorities, explain your options in plain language, and keep your plan aligned as your life changes.
Whether you are just starting to plan or refining an existing strategy, we are here to offer thoughtful, practical advice.
Learn more and get in touch through our website.
Our financial planning services are designed to help you understand where you stand today and what steps will move you toward the future you want. We take the time to listen to your priorities, explain your options in plain language, and keep your plan aligned as your life changes.
Whether you are just starting to plan or refining an existing strategy, we are here to offer thoughtful, practical advice.
Learn more and get in touch through our website.