Merrill Lynch Wealth Management
Business details
- Category
- Financial Services · Investment service, Financial advisor, Financial institution, Financial planner, Investment company
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 945-4800
- Website
- advisor.ml.com
- County
- Contra Costa 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 in Walnut Creek offers clear guidance, steady planning and investment support: that's what we offer for clients across Walnut Creek and Contra Costa County. Our advisors work with individuals and families to build financial plans around their goals, whether that means investing, planning for retirement or managing wealth over the long term.
We take a patient, professional approach, taking the time to understand each client's situation before making recommendations. Many of our long-standing clients value the courtesy and consistency they receive from our team, which we work hard to maintain year after year.
To start a conversation about your financial goals, request contact with our office or visit our website.
We take a patient, professional approach, taking the time to understand each client's situation before making recommendations. Many of our long-standing clients value the courtesy and consistency they receive from our team, which we work hard to maintain year after year.
To start a conversation about your financial goals, request contact with our office or visit our website.