Merrill Lynch Financial Advisor Ziqi Wong
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 50 W San Fernando St 16th Floor, San Jose, CA 95113
- Phone
- (408) 283-3030
- 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
Families and individuals across San Jose and the South Bay turn to Merrill Lynch Financial Advisor Ziqi Wong for personal financial planning and investment guidance that helps them work toward their goals with confidence. We are a financial consultancy serving clients in San Jose and throughout the South Bay, offering planning support tailored to each household's circumstances.
Our work centers on understanding where you are today and building a clear, practical path toward the future you have in mind. We take the time to listen closely, explain each recommendation in plain language, and make sure you feel informed before any decision is made.
Whether you are just starting to think about long-term planning or refining an existing strategy, we aim to be a steady and thoughtful partner.
Learn more and reach out through our website.
Our work centers on understanding where you are today and building a clear, practical path toward the future you have in mind. We take the time to listen closely, explain each recommendation in plain language, and make sure you feel informed before any decision is made.
Whether you are just starting to think about long-term planning or refining an existing strategy, we aim to be a steady and thoughtful partner.
Learn more and reach out through our website.