Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 6201 College Ave, Oakland, CA 94618
- Phone
- (239) 267-5488
- Website
- locations.merrilledge.com
- Neighborhood
- Fairview Park
- County
- Alameda 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: 9 AM–1 PM
- Sunday: Closed
About
Merrill Investment & Retirement Financial Center offers guidance, planning, and investment support, all in one place: that's what we bring to clients in Fairview Park and across Oakland. Our team works with individuals and families who want a clear picture of where their money is going and how it can support the years ahead.
We focus on investment services and retirement planning, helping you weigh your goals, your timeline, and your comfort with risk. Whether you are just starting to save or getting closer to retirement, we aim to make each step easier to understand.
Our approach is built around listening first, so the strategies we suggest fit your life rather than a generic template. We serve clients throughout the East Bay who are looking for a financial partner they can talk to openly.
To get started, visit our website or give us a call to schedule a conversation.
We focus on investment services and retirement planning, helping you weigh your goals, your timeline, and your comfort with risk. Whether you are just starting to save or getting closer to retirement, we aim to make each step easier to understand.
Our approach is built around listening first, so the strategies we suggest fit your life rather than a generic template. We serve clients throughout the East Bay who are looking for a financial partner they can talk to openly.
To get started, visit our website or give us a call to schedule a conversation.