Merrill Lynch Wealth Management

★★★★★5.0 (1) Financial Services Oakland Downtown

Business details

Category
Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
Address
1111 Broadway 22nd Floor, Oakland, CA 94607
Phone
(510) 208-3800
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

Whether you need help planning for retirement or managing an existing portfolio, Merrill Lynch Wealth Management offers financial guidance tailored to you. We are an investment firm serving individuals and families from our Downtown Oakland office, with clients across Oakland and throughout the East Bay.

Our advisors provide investment services, financial planning and stock brokerage, working with you to understand your goals and build a strategy around them. We focus on clear, personal conversations, so you can make confident decisions about your financial future at every stage of life.

To get started, reach out through our contact request page or visit our website to connect with an advisor.