Merrill Lynch Wealth Management

★★★☆☆3.0 (2) Financial Services San Mateo

Business details

Category
Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
Address
101 S Ellsworth Ave Suite 400, San Mateo, CA 94401
Phone
(650) 579-3000
Website
advisor.ml.com
County
San Mateo 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

Merrill Lynch Wealth Management brings investment and financial planning services to San Mateo and the Peninsula. Our team works with individuals and families on investment strategy, retirement planning and managing their wealth over the long term.

We offer stock brokerage and investment guidance, helping clients build portfolios that fit their goals and their comfort with risk. Clients in San Mateo County and across the Peninsula rely on us to explain their options clearly and keep their plans on track.

If you'd like to talk about your financial goals, you can request a conversation with one of our advisors through our our booking page.