Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 5454 Ygnacio Valley Rd, Concord, CA 94521
- Phone
- (925) 566-9360
- 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
Looking for investment guidance in Concord? Merrill Investment & Retirement Financial Center helps individuals and families plan, invest and prepare for retirement.
We work with clients across Concord and the East Bay to build portfolios around their goals, time horizon and comfort with risk. Our services center on investment management and retirement planning, from setting savings targets to managing assets as life circumstances change.
We take the time to understand each client's full financial picture before recommending a strategy. You can learn more about our team and services on our website.
Call or stop by to schedule a conversation about where you are and where you want to be.
We work with clients across Concord and the East Bay to build portfolios around their goals, time horizon and comfort with risk. Our services center on investment management and retirement planning, from setting savings targets to managing assets as life circumstances change.
We take the time to understand each client's full financial picture before recommending a strategy. You can learn more about our team and services on our website.
Call or stop by to schedule a conversation about where you are and where you want to be.