Merrill Lynch Wealth Management

★★★★★5.0 (1) Financial Services Napa

Business details

Category
Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
Address
700 Main St, Napa, CA 94559
Phone
(707) 255-5559
Website
advisor.ml.com
County
Napa 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

Whether you need help growing savings or planning for retirement, Merrill Lynch Wealth Management offers investment and financial planning tailored to you. Our Napa office works with individuals and families across Napa and the wider Napa County area, bringing investment advice and wealth management under one roof.

We build personalized strategies around your goals, from everyday budgeting and long-term investing to protecting what you've built. Our clients often tell us they value how kind and efficient our team is, and how willing we are to go the extra mile.

Our long-term relationships are built on steady, attentive support over the years.

To start a conversation with our team, book through our booking page.