Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 2020 Willow Pass Rd, Concord, CA 94520
- Phone
- (925) 566-9061
- 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 service in Concord focused on helping individuals and families plan for retirement and manage their investments. We provide guidance on building and maintaining a portfolio that fits your goals, timeline and comfort with risk.
Our team serves clients across Concord and the East Bay, from first-time investors to those planning their next stage of life. We take the time to understand your financial picture before recommending a path forward.
Whether you are just starting to save or refining a retirement strategy you already have, we are glad to talk through your options.
Learn more or schedule a conversation through our website.
Our team serves clients across Concord and the East Bay, from first-time investors to those planning their next stage of life. We take the time to understand your financial picture before recommending a path forward.
Whether you are just starting to save or refining a retirement strategy you already have, we are glad to talk through your options.
Learn more or schedule a conversation through our website.