Merrill Lynch Wealth Management
Business details
- Category
- Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
- Address
- 3075A Hansen Way, Palo Alto, CA 94304
- Phone
- (650) 473-7888
- Website
- advisor.ml.com
- County
- Santa Clara County
Hours
- Monday: 6:30 AM–3 PM
- Tuesday: 6:30 AM–3 PM
- Wednesday: 6:30 AM–3 PM
- Thursday: 6:30 AM–3 PM
- Friday: 6:30 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Palo Alto and the South Bay turn to Merrill Lynch Wealth Management for investment and financial planning services that help individuals and families grow and protect their wealth over time. We are a team of financial advisors and brokers serving clients in Palo Alto and throughout Santa Clara County.
Our services include investment management, stock brokerage and financial planning, tailored to each client's goals and stage of life. We work as a full-service investment company, so our approach is built around understanding your finances as a whole before recommending a path forward.
Whether you are planning for retirement, managing an investment portfolio or looking for guidance on your next financial step, we are here to help you think it through.
To learn more or arrange a conversation with one of our advisors, request a contact through our booking page.
Our services include investment management, stock brokerage and financial planning, tailored to each client's goals and stage of life. We work as a full-service investment company, so our approach is built around understanding your finances as a whole before recommending a path forward.
Whether you are planning for retirement, managing an investment portfolio or looking for guidance on your next financial step, we are here to help you think it through.
To learn more or arrange a conversation with one of our advisors, request a contact through our booking page.