Merrill Lynch Financial Advisor Xiao-Meng Qi
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1111 Broadway 22nd Floor, Oakland, CA 94607
- Phone
- (510) 267-8515
- Website
- advisor.ml.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 7:30 AM–3:30 PM
- Tuesday: 7:30 AM–3:30 PM
- Wednesday: 7:30 AM–3:30 PM
- Thursday: 7:30 AM–3:30 PM
- Friday: 7:30 AM–3:30 PM
- Saturday: Closed
- Sunday: Closed
About
Merrill Lynch Financial Advisor Xiao-Meng Qi is a financial planning practice in Downtown Oakland, helping individuals and families across Alameda County and the East Bay plan with confidence. We offer financial consulting and planning services designed around each client's goals, from building a long-term strategy to making sound decisions at every stage of life.
Our approach begins with listening, so we can understand your priorities, your timeline and the concerns that matter most to you. We aim to make complex financial topics clear and approachable, so you always know where you stand and why each recommendation is made.
Whether you are just starting to organize your finances or refining a plan you already have, we bring a steady, thoughtful perspective to the process.
Learn more and explore our services on our website.
Our approach begins with listening, so we can understand your priorities, your timeline and the concerns that matter most to you. We aim to make complex financial topics clear and approachable, so you always know where you stand and why each recommendation is made.
Whether you are just starting to organize your finances or refining a plan you already have, we bring a steady, thoughtful perspective to the process.
Learn more and explore our services on our website.