Merrill Lynch Financial Advisor Yvan Fung
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1111 Broadway 22nd Floor, Oakland, CA 94607
- Phone
- (510) 504-4886
- 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
Downtown Oakland and East Bay families turn to Merrill Lynch Financial Advisor Yvan Fung for personal financial planning and advice that helps clients make confident decisions about their future. We work with individuals and households in Oakland and across the East Bay to build plans around their goals, whether that means saving for the years ahead or managing the assets they have already built.
As financial consultants and planners, we take the time to understand each client's situation before recommending a course of action. Our approach is clear and patient, so you always know the reasoning behind each step and feel comfortable asking questions along the way.
Whether you are just starting to think about your financial 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.
As financial consultants and planners, we take the time to understand each client's situation before recommending a course of action. Our approach is clear and patient, so you always know the reasoning behind each step and feel comfortable asking questions along the way.
Whether you are just starting to think about your financial 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.