Merrill Edge

Business details

Category
Financial Services · Financial consultant
Address
1707 E E Capitol Expy, San Jose, CA 95121
Phone
(408) 826-3368
Website
locations.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

Merrill Edge helps San Jose and Santa Clara County residents manage their finances with confidence and clarity. We offer financial consulting to individuals and families who want guidance on planning for their goals, from everyday budgeting to long-term investing.

Our team works with clients across the South Bay to build a financial strategy that fits their life and their timeline. Whether you are just starting to save or refining an established portfolio, we aim to make every step understandable.

Visit our website to learn more about our San Jose location and the services we provide.