Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 633 Santa Cruz Ave, Menlo Park, CA 94025
- Phone
- (650) 798-0800
- Website
- Searching the web…
- 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: Closed
- Sunday: Closed
About
Peninsula families and retirees turn to Merrill Investment & Retirement Financial Center for investment services that help build and protect long-term savings. We are an investment service based in Menlo Park, serving clients across the Peninsula and San Mateo County.
Our work centers on investment planning and retirement guidance, tailored to where each client is in life. We take time to understand your goals, your timeline and your comfort with risk before recommending any strategy.
We aim to explain each step clearly, so you always know what your money is doing and why.
Whether you are just starting to invest or preparing for retirement, we are glad to talk through your options.
Our work centers on investment planning and retirement guidance, tailored to where each client is in life. We take time to understand your goals, your timeline and your comfort with risk before recommending any strategy.
We aim to explain each step clearly, so you always know what your money is doing and why.
Whether you are just starting to invest or preparing for retirement, we are glad to talk through your options.