Stephen Tu CRPC-Merrill Lynch

Welcome to Merrill Lynch in Long Beach, 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.

Amenity Wealth was founded in August 2022 with one goal in mind: to provide comfort and convenience while planning for your financial future. Unfortunately, the financial planning process is fraught with stages that can give rise to discomfort of various levels and types, which is why most people avoid it – statistically speaking, it’s almost as scary as going to the dentist! Our detailed process and no-pressure approach work to alleviate the stress surrounding financial planning and provide a relaxing experience designed to help you speak more freely with your advisor.

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.