Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 241 Oak St, Brentwood, CA 94513
- Phone
- (925) 392-9930
- Website
- locations.merrilledge.com
- County
- Contra Costa 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–5 PM
- Saturday: 10 AM–1 PM
- Sunday: Closed
About
Merrill Investment & Retirement Financial Center is an investment and retirement planning practice in Brentwood, serving individuals and families across Contra Costa County. We help clients organize their finances, build long-term investment strategies, and prepare for retirement with clear, personalized guidance.
Our team works to understand each client's goals, timeline, and comfort with risk before recommending a path forward. We aim to make complex financial decisions easier to understand, so you can move forward with confidence.
Whether you are just starting to plan or are refining an existing strategy, we are here to help you pursue the future you want.
Learn more and reach out through our website.
Our team works to understand each client's goals, timeline, and comfort with risk before recommending a path forward. We aim to make complex financial decisions easier to understand, so you can move forward with confidence.
Whether you are just starting to plan or are refining an existing strategy, we are here to help you pursue the future you want.
Learn more and reach out through our website.