Merrill Lynch Wealth Management
Business details
- Category
- Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
- Address
- 560 S Winchester Blvd, San Jose, CA 95128
- Phone
- (408) 260-6001
- 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
Residents across San Jose and the South Bay turn to Merrill Lynch Wealth Management for investment and financial planning guidance tailored to their long-term goals. We are a team of investment advisors and financial planners who help individuals and families build, grow and protect their wealth through personalized strategies.
Our services include stock brokerage, investment management and broader financial planning, all designed around the specific needs of each client. We take the time to understand your priorities, explain your options clearly and keep your plan aligned with your life as it changes.
Whether you are just starting to invest or managing a more complex portfolio, we are here to offer thoughtful, practical guidance.
To get started, request a consultation through our contact page or visit our office on Santana Row.
Our services include stock brokerage, investment management and broader financial planning, all designed around the specific needs of each client. We take the time to understand your priorities, explain your options clearly and keep your plan aligned with your life as it changes.
Whether you are just starting to invest or managing a more complex portfolio, we are here to offer thoughtful, practical guidance.
To get started, request a consultation through our contact page or visit our office on Santana Row.