Ting & Associates at Merrill Lynch
101 South Ellsworth Avenue, San Mateo, California, United States
About the Ting & Associates at Merrill Lynch
Ting & Associates at Merrill Lynch is a finance and insurance agency located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. We strive to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process.
At Ting & Associates, we focus on the bigger picture of what your wealth can do for you, rather than just counting dollars and cents. We work with a diverse clientele, including entrepreneurs, entertainers, athletes, tech gurus, top executives, and leaders in various industries. Our goal is to help you make informed choices and build a solid foundation for future generations.
Our goals-based wealth management approach involves analyzing your current financial situation, considering your objectives in various areas of your life, and developing an integrated strategy to help you achieve your goals. We offer advice and guidance on investments, income streams, retirement planning, and more, tailored to your individual needs and aspirations.
With access to the resources of Merrill Lynch Wealth Management, we can help you design customized portfolios targeted to your short-term, intermediate, and long-term goals. Whether you need advice on everyday investments, intermediate portfolios, or aspirational investments, our team is here to guide you every step of the way.
We understand that each client has unique financial personalities and goals, which is why we ask questions to help us tailor our wealth management services to your individual needs. Our team has been recognized for exemplary client service by financial industry publications, setting the standard for excellence in wealth management.
If you're looking for personalized financial advice and guidance from a dedicated team of professionals, Ting & Associates at Merrill Lynch is here to help you achieve your financial goals and build a secure future for yourself and your loved ones.
Photos of Ting & Associates at Merrill Lynch
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, United States
Opening hours of Ting & Associates at Merrill Lynch
Monday:
06:30 - 15:00
Tuesday:
06:30 - 15:00
Wednesday:
06:30 - 15:00
Thursday:
06:30 - 15:00
Friday:
06:30 - 15:00
Saturday:
Day off
Sunday:
Day off
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