Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 20 Ranch Dr, Milpitas, CA 95035
- Phone
- (408) 964-5513
- Website
- locations.merrilledge.com
- County
- Santa Clara 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: 9 AM–2 PM
- Sunday: Closed
About
Merrill Investment & Retirement Financial Center helps families and individuals in Milpitas and across Santa Clara County plan for the future with confidence. We offer investment services designed around each client's goals, whether that means building savings, preparing for retirement or managing assets over the long term.
Our team takes the time to understand your financial picture and explain your options clearly, so you can make decisions with a clear sense of direction. We are proud to serve the Milpitas community and the wider South Bay with personal attention and a practical, long-term approach.
To learn more, visit our website or stop by to start the conversation.
Our team takes the time to understand your financial picture and explain your options clearly, so you can make decisions with a clear sense of direction. We are proud to serve the Milpitas community and the wider South Bay with personal attention and a practical, long-term approach.
To learn more, visit our website or stop by to start the conversation.