Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 3000 El Camino Real #130, Palo Alto, CA 94306
- Phone
- (650) 388-7142
- 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: 10 AM–2 PM
- Sunday: Closed
About
Palo Alto and Santa Clara County residents planning their finances often turn to Merrill Investment & Retirement Financial Center for investment guidance that supports long-term retirement goals. We are an investment service serving Palo Alto and the surrounding communities of Santa Clara County, helping individuals and families think through how their savings can work toward the future they want.
Our work centers on investment management and retirement planning, with the focus on clear, practical steps tailored to each client's circumstances. We believe good financial decisions come from understanding your options, so we take the time to explain how each part of a plan fits together.
To learn more about how we might support your goals, visit our website or stop by to start the conversation.
Our work centers on investment management and retirement planning, with the focus on clear, practical steps tailored to each client's circumstances. We believe good financial decisions come from understanding your options, so we take the time to explain how each part of a plan fits together.
To learn more about how we might support your goals, visit our website or stop by to start the conversation.