Guide > Audit & Consulting in California > Audit & Consulting in San Jose > Merrill Lynch Financial Advisor Paul J Lukas
Merrill Lynch Financial Advisor Paul J Lukas
50 West San Fernando Street, San Jose, CA 95113
Location & Phone number
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States
About the Business
Merrill Lynch Financial Advisor Paul J Lukas is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. Their mission is to understand each client's family, goals, and priorities, adapting to changes over time. By asking thoughtful questions and listening carefully, they aim to create personalized plans to help clients pursue financial goals while managing investment risk. They believe in a goal-focused financial approach that turns aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on goals and achievements. The advisors strive to help clients stay on track, making adjustments to their financial approach as needed. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. The institution is committed to putting clients first, offering a dedicated one-on-one relationship for personalized investment strategies and comprehensive financial solutions. They hold various certifications in financial planning and wealth management, ensuring the highest level of expertise and service.
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Paul Lukas is very knowledgeable, responsive and puts my interests as a top priority. He and his team are great to work with and they take the time to speak regularly with me about my wealth management accounts. He and his team work hard to support my interests and facilitate my needs as an investor. Lukas's team is always willing to provide me with the best methods to derive optimal results with whatever my financial endeavors are. During the recent economic crash, my assets were relatively stable. Besides the crash, I have seen consistent growth in my accounts under the Lukas group. Not only that, but Paul is just a very friendly and down to Earth guy. He's always pleasant to speak with. Based on the service and the financial outcomes, I recommend Paul Lukas's management group to anyone looking to start an investment account. I'm not sure what the other review is all about. I've never had any issues like that with Paul's group."
"It's amazing to me that a person like Paul Lukas could have such a disregard for other people's money. I will not invest with Merrill Lynch again knowing they have advisors who won't give persons the time of day. Forget getting your money in a timely fashion, after you ask him to sell for you stock you own he will take his time and use your money to create gains for himself and make you wait an inordinate amount of time for your funds. He is also very unfriendly and does not return phone calls. If you want to invest do yourself a favor and go somewhere else so that you don't get taken advantage of as we did."
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