Merrill lynch retirement advisor in Union City, CA
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Merrill Lynch Financial Advisor Sameera Gupta
● ClosedMerrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center is located at 31800 Alvarado Boulevard in Union City, California, United States. As a finance institution, Merrill offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance options, Merrill has the tools and expertise to assist you. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that are relevant and beneficial to their clients. Additionally, Merrill offers a broad range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance options are available through Merrill Lynch Life Agency Inc. For more information about Merrill's services and offerings, clients can review the Client Relationship Summary provided by the institution.
31800 Alvarado Blvd, Union City, CA 94587, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center, located at 1900 Decoto Road in Union City, California, offers personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced advisors from Merrill Lynch, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest in securities or explore banking products, the center provides a wide range of services to meet your needs. Additionally, Merrill Lynch Life Agency Inc. offers insurance solutions to protect your assets. Visit us today to learn more about how we can help you turn your ambitions into action.
1900 Decoto Rd, Union City, CA 94587, United States
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