Merrill Lynch Financial Advisor Curtis L Bunch
3075A Hansen Way, Palo Alto, California, United States
About the Merrill Lynch Financial Advisor Curtis L Bunch
Merrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients. With over 20 years of experience in the financial services industry, Curtis L. Bunch Jr. is a Certified Financial Planner™ and a Certified Plan Fiduciary Advisor, dedicated to helping clients achieve their financial goals.
Curtis works closely with clients' accountants, estate attorneys, and other financial professionals to create integrated wealth management plans. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on individual goals. The institution's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service.
As a Registered Senior Wealth Management Client Associate, Curtis focuses on understanding each client's unique needs, priorities, and financial situation. By offering personalized investment strategies and comprehensive financial solutions, clients can achieve their financial goals with confidence.
Through ongoing communication and regular reviews, Curtis ensures that clients' financial approaches are adjusted to reflect changes in their lives and the markets. With a focus on helping clients pursue their aspirations and manage investment risk, the institution aims to help clients achieve financial success and live their best financial life.
Curtis Bunch is registered to do business in multiple states and follows the guidelines set by the Certified Financial Planner Board of Standards, Inc. Clients can rely on the institution's expertise and commitment to providing tailored financial solutions to help them reach their goals.
3075A Hansen Way, Palo Alto, CA 94304, United States
Opening hours of Merrill Lynch Financial Advisor Curtis L Bunch
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:
Closed
Sunday:
Closed
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