Merrill Lynch Financial Advisor Anushree Dave

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Anushree Dave is a financial advisor based in Palo Alto, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Anushree holds the Chartered Retirement Planning Counselor (CRPC) designation, which enhances her ability to assist clients in retirement planning. Her services are designed for individuals seeking personalized financial guidance to navigate their investment journeys.

Reviews

Location

Business Information