Merrill Lynch Wealth Management - Napa (CA)

Grace Ann Boek We had a really great time while we were there. My granddaughters had a lot of fun playing in the lake.

Johnny Lee Staff members seem nice & I was able to get directions from an employee after walking into the wrong building. The wait time isn’t long if it’s not busy but I feel like you sit here for awhile on those days. A lot of chit chat you can over hear from some of these employees yet I know you should keep it professional be mindful you might hear some other issues personally by them as you wait if you get what I mean. But they were helpful.

Gustavo Diaz I met Allegra & David outside of work, two of the best souls to be around. Their story is one of a kind and to see the two working together to improve others situations, is incredible. I highly recommend working with Allegra, shes very knowledgeable and passionate to help others.

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

scott anderson Andrew spent all the time necessary to really explain all of the details of the various plans and what would work best for me and my family. We felt very comfortable immediately and look forward to a long relationship with him and his firm.