Merrill Lynch Wealth Management
Business details
- Category
- Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
- Address
- 4900 Hopyard Rd, Pleasanton, CA 94588
- Phone
- (925) 227-6600
- Website
- advisor.ml.com
- County
- Alameda 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 planning for retirement or managing investments you already hold, Merrill Lynch Wealth Management offers financial guidance tailored to you. We are a wealth management team serving individuals and families across Pleasanton and Alameda County, with services that span investment strategy, financial planning and portfolio management.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation is built around your own situation. We work with clients at different stages of life, from first-time investors to those preparing for retirement or passing wealth to the next generation.
Our advisors take the time to explain each option clearly, so you can make informed decisions with confidence.
To start a conversation with one of our advisors, request a contact through our booking page.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation is built around your own situation. We work with clients at different stages of life, from first-time investors to those preparing for retirement or passing wealth to the next generation.
Our advisors take the time to explain each option clearly, so you can make informed decisions with confidence.
To start a conversation with one of our advisors, request a contact through our booking page.