Merrill Lynch Wealth Management
Business details
- Category
- Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
- Address
- 50 W San Fernando St 16th Floor, San Jose, CA 95113
- Phone
- (408) 283-3000
- 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
At Merrill Lynch Wealth Management, we help individuals and families in San Jose and across Santa Clara County build and protect their financial futures through personalized investment and planning advice. We take the time to understand each client's situation and goals, then make considered recommendations designed to hold up through changing markets.
Our services include investment management, retirement planning, and education savings accounts, with guidance on gifting and long-term financial security. Clients tell us they value advisors who are responsive and who call when a decision needs to be made, so we keep communication clear and timely.
Whether you are planning for retirement, growing your portfolio, or looking after the next generation, we are here to help you plan with confidence.
To start a conversation, request a contact from our office or visit our website.
Our services include investment management, retirement planning, and education savings accounts, with guidance on gifting and long-term financial security. Clients tell us they value advisors who are responsive and who call when a decision needs to be made, so we keep communication clear and timely.
Whether you are planning for retirement, growing your portfolio, or looking after the next generation, we are here to help you plan with confidence.
To start a conversation, request a contact from our office or visit our website.