Merrill Edge

Business details

Category
Financial Services · Financial planner
Address
400 El Camino Real, Burlingame, CA 94010
Phone
(650) 645-8680
Website
merrilledge.com
County
San Mateo County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–6 PM
  • Saturday: 10 AM–2 PM
  • Sunday: Closed

About

Merrill Edge offers financial planning and investment guidance for individuals and households in Burlingame and across the Peninsula. We help clients organize their finances, plan for retirement, and build investment portfolios that reflect their goals and comfort with risk.

Our team focuses on clear, practical advice, so you always know where your money stands and what the next step should be. Whether you are just starting to save or managing a more complex financial picture, we aim to make planning straightforward and manageable.

Explore our services through our website at Merrill Edge, or give us a call or stop by to talk through your goals.