Financial Functions Inc

While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value. At Navigation Group we start with why? Our experience has taught us that this simple question often leads us to the most amazing and important conversations; those that provide clarity and help to convey your experiences and what you hope to achieve. Even in the most challenging of times, our clients find confidence in knowing they have an advocate with decades of experience who will provide transparent financial reasoning. It’s why we treat your wealth as we would our own, and why the only board of directors we answer to is the one that sits around your dinner table every night.

Welcome to Merrill Lynch in San Mateo, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.