Merrill Investment & Retirement Financial Center

Business details

Category
Financial Services · Investment service
Address
740 E Calaveras Blvd, Milpitas, CA 95035
Phone
(408) 964-5880
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 offers investment and retirement planning services to clients across Milpitas and Santa Clara County. We help individuals and families build a clear, practical approach to growing and protecting their savings over time.

Our team works with you to understand your goals, whether you are planning for retirement, saving for education, or managing investments you already hold. We focus on straightforward guidance so you can make informed decisions with confidence at every stage.

If you are ready to talk through your financial goals, book online through our website.