Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 33 Southgate Ave, Daly City, CA 94015
- Phone
- (650) 301-8040
- Website
- locations.merrilledge.com
- County
- San Mateo 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–2 PM
- Sunday: Closed
About
Daly City and Peninsula families looking for investment guidance often turn to Merrill Investment & Retirement Financial Center for thoughtful planning that supports long-term goals. We help clients build and manage investment portfolios, with a focus on retirement planning and growing savings over time.
Our team works to understand each client's circumstances, priorities and timeline before recommending a strategy. We serve individuals and families across Daly City and the surrounding communities of San Mateo County, offering a steady, personal approach to financial decisions.
Our goal is to help you feel confident about where your money is headed, today and in the years ahead.
Learn more and get in touch through our website.
Our team works to understand each client's circumstances, priorities and timeline before recommending a strategy. We serve individuals and families across Daly City and the surrounding communities of San Mateo County, offering a steady, personal approach to financial decisions.
Our goal is to help you feel confident about where your money is headed, today and in the years ahead.
Learn more and get in touch through our website.