Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 2 Financial Plaza, Napa, CA 94558
- Phone
- (707) 256-2500
- Website
- locations.merrilledge.com
- County
- Napa 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–6 PM
- Saturday: 10 AM–1 PM
- Sunday: Closed
About
Merrill Investment & Retirement Financial Center brings clear planning, thoughtful investment guidance, and retirement strategies together under one roof, and that's what we offer in Napa. We help individuals and families across Napa and Napa County build a financial plan around their goals, whether that means saving for the future, growing investments, or preparing for retirement.
Our investment services are designed to fit each client's time horizon, comfort with risk, and long-term priorities. We take the time to understand your situation before recommending any strategy, so every plan reflects where you are today and where you want to go.
Our team focuses on retirement planning, helping you think through income, savings, and the decisions that matter most as you approach this stage of life.
Book online through our website to schedule a conversation with our team.
Our investment services are designed to fit each client's time horizon, comfort with risk, and long-term priorities. We take the time to understand your situation before recommending any strategy, so every plan reflects where you are today and where you want to go.
Our team focuses on retirement planning, helping you think through income, savings, and the decisions that matter most as you approach this stage of life.
Book online through our website to schedule a conversation with our team.