Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 3530 Mount Diablo Blvd, Lafayette, CA 94549
- Phone
- (925) 385-2584
- 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
Families and retirees across Lafayette and the wider East Bay turn to Merrill Investment & Retirement Financial Center for investment guidance and retirement planning. We help clients organize their savings, investments and long-term goals into a clear plan they can follow with confidence.
Our team works with individuals and families at every stage, from building wealth during the working years to preparing for the transition into retirement. Our investment services are designed around each client's time horizon, comfort with risk and the outcomes that matter most to them.
We take the time to explain our recommendations in plain language so you always understand where your money is going and why.
Learn more and get in touch through our website.
Our team works with individuals and families at every stage, from building wealth during the working years to preparing for the transition into retirement. Our investment services are designed around each client's time horizon, comfort with risk and the outcomes that matter most to them.
We take the time to explain our recommendations in plain language so you always understand where your money is going and why.
Learn more and get in touch through our website.