101 S. Ellsworth Avenue Suite 400 San Mateo, California 94401
Phone number: 650-579-3002
Fax number: 650-248-2043
Business hours:
6:30am-4pm
Credit cards accepted: N/A
Number of employees: N/A
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Email address:
Category: Financial
Description:
Branch Office Profile
The San Mateo Merrill Lynch office focuses on delivering wealth management solutions to high net worth individuals, families, businesses and charitable organizations while delivering unparalleled personal service. Our team of fifty advisors and associates uses a comprehensive financial planning based approach to assist our clients with all aspects of wealth management. We believe the most successful wealth management strategy looks at the big picture and is predicated upon a personal, trusted relationship between client and advisor. Whether you are an individual or large corporation, our advisors have access to the best resources of our firm to address any client financial need. We are proud to live, work and support the same San Mateo community we have served for over 30 years. For more information or to inquire about working with one of our Financial Advisors, please contact Russ Bordonaro at (650) 579-3002 or email at russ.bordonaro@ml.com
Client Commitment
Our most deeply held principle at Merrill Lynch is that clients come first, and our Financial Advisors are proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.
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