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Merrill Lynch Financial Advisor Rajiv Dadlani
555 California Street, San Francisco, California, United States
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About the Merrill Lynch Financial Advisor Rajiv Dadlani
Merrill Lynch Financial Advisor Rajiv Dadlani, located at 555 California Street, San Francisco, California, United States, is a finance institution that offers personalized financial advice and guidance to help individuals develop a customized financial strategy. Rajiv Dadlani, a Senior Vice President, Senior Financial Advisor, and Portfolio Manager with Merrill Lynch Wealth Management, has over twenty years of experience in financial services.
Rajiv specializes in advising individuals, entrepreneurs, executives, and their families on net worth management, capital growth, and preservation strategies. He works with clients to construct balance sheets tailored to their needs, utilizing a variety of investment options such as equities, bonds, ETFs, and alternative investments. Rajiv also provides advice on retirement plans for startup companies and assists clients with concentrated stock exposure.
At Merrill Lynch Wealth Management, the focus is on understanding the client's goals and priorities to create a personalized financial plan. The team at Merrill helps clients track progress towards their goals, adjust investment strategies as needed, and stay on track amidst life changes and market fluctuations. By building a one-on-one relationship with clients, Merrill Lynch aims to provide comprehensive financial solutions tailored to individual needs.
Rajiv Dadlani is registered to do business in various states and offers personalized investment strategies to help clients achieve their financial goals. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Rajiv Dadlani is committed to helping clients achieve their financial objectives.
Photos of Merrill Lynch Financial Advisor Rajiv Dadlani
555 California St, San Francisco, CA 94104, United States
Opening hours of Merrill Lynch Financial Advisor Rajiv Dadlani
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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