Merrill Edge
Business details
- Category
- Financial Services · Financial consultant
- Address
- 740 E Calaveras Blvd, Milpitas, CA 95035
- Phone
- (408) 964-5901
- Website
- merrilledge.com
- County
- Santa Clara 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: 9 AM–2 PM
- Sunday: Closed
About
At Merrill Edge, we help investors across Milpitas and the South Bay build and manage their financial future with guidance that fits their goals. We offer financial consulting for individuals who want clearer direction on saving, investing and planning for the years ahead.
Our approach centers on understanding each client's situation before recommending a path forward. We work with people at different stages of their financial lives, from first-time investors to those managing more complex portfolios.
Whether you are planning for retirement or looking to make your money work harder today, we are ready to help you take the next step.
Visit our website to learn more and get started.
Our approach centers on understanding each client's situation before recommending a path forward. We work with people at different stages of their financial lives, from first-time investors to those managing more complex portfolios.
Whether you are planning for retirement or looking to make your money work harder today, we are ready to help you take the next step.
Visit our website to learn more and get started.