Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 31 Orinda Way, Orinda, CA 94563
- Phone
- (925) 386-9902
- Website
- locations.merrilledge.com
- County
- Contra Costa County
Hours
- Monday: 10 AM–5 PM
- Tuesday: 10 AM–5 PM
- Wednesday: 10 AM–5 PM
- Thursday: 10 AM–5 PM
- Friday: 10 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Merrill Investment & Retirement Financial Center is an investment and retirement planning practice in Orinda, serving individuals and families across Contra Costa County and the East Bay. We help clients build, manage and protect their investments with a focus on long-term goals, from saving for retirement to planning for the years ahead.
Our team works with you to understand your financial situation and priorities so the guidance we offer fits your life. We bring a broad range of investment services under one roof, so you can coordinate your portfolio and retirement strategy in a single place.
For more about our services and the team, visit our website.
We would welcome the chance to talk with you about your goals, so please reach out to schedule a conversation.
Our team works with you to understand your financial situation and priorities so the guidance we offer fits your life. We bring a broad range of investment services under one roof, so you can coordinate your portfolio and retirement strategy in a single place.
For more about our services and the team, visit our website.
We would welcome the chance to talk with you about your goals, so please reach out to schedule a conversation.