Merrill Lynch Wealth Management
Business details
- Category
- Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
- Address
- 90 E St Ground Floor, Santa Rosa, CA 95404
- Phone
- (707) 575-6300
- Website
- advisor.ml.com
- County
- Sonoma 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
Merrill Lynch Wealth Management brings investment and financial planning services to Santa Rosa and the Sonoma County community. We help individuals and families build, manage and protect their investments, working with clients to set goals and plan for the long term.
Our team offers stock brokerage and investment advice tailored to each client's situation and time horizon. We take the time to understand your financial picture so the guidance we provide fits your needs.
We serve clients across Santa Rosa and the wider North Bay, bringing a personal, relationship-focused approach to every conversation.
To get started, request a consultation through our booking page or visit our website to connect with an advisor.
Our team offers stock brokerage and investment advice tailored to each client's situation and time horizon. We take the time to understand your financial picture so the guidance we provide fits your needs.
We serve clients across Santa Rosa and the wider North Bay, bringing a personal, relationship-focused approach to every conversation.
To get started, request a consultation through our booking page or visit our website to connect with an advisor.