Merrill Lynch Financial Advisor Steven J Hansen
About the Business
Merrill Lynch Financial Advisor Steven J Hansen, located at 3075A Hansen Way, Palo Alto, California, United States, is a finance institution dedicated to managing your wealth with a deep understanding of your full financial picture. With a focus on personalized wealth management strategies, Steven Hansen can help create a flexible strategy tailored to your individual goals and priorities.
Supported by the global resources of Merrill Lynch, Steven's team is committed to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, Steven follows the deep-seated Merrill tradition of serving the communities they operate in.
Through the Merrill Personal Wealth Analysis™, Steven can build and document a personalized plan centered on your goals and focused on what you want to achieve. By utilizing the Investment Personality Assessment, Steven can gain a deeper understanding of your investing preferences to customize a financial approach that helps you pursue what matters most to you.
With access to the investment insights of Merrill and banking solutions from Bank of America, Steven works with you to develop an approach designed to address your financial needs and help you achieve your goals. By regularly reviewing and adjusting your financial approach to reflect changes in your life and the market, Steven aims to help you stay on track to reach what's most important to you.
As a Chartered Retirement Planning Counselor™, Steven is registered to do business in multiple states and offers personalized investment strategies to help you pursue your financial goals. With a focus on understanding you and what matters most to you, Steven works to design and implement a personalized plan intended to help you and your family pursue financial goals while managing investment risk.
Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Steven Hansen at Merrill Lynch is dedicated to helping you achieve your goals and live your best financial life.
Location & Phone number
3075A Hansen Way, Palo Alto, CA 94304, United States
Hours open
Monday:
6:30 AM - 3:00 PM
Tuesday:
6:30 AM - 3:00 PM
Wednesday:
6:30 AM - 3:00 PM
Thursday:
6:30 AM - 3:00 PM
Friday:
6:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos