Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 181 N McDowell Blvd, Petaluma, CA 94954
- Phone
- (707) 766-2260
- Website
- locations.merrilledge.com
- County
- Sonoma 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
For investment and retirement planning in Petaluma, Merrill Investment & Retirement Financial Center is here to help. We offer investment services to individuals and families across Petaluma and Sonoma County who are working toward long-term financial goals.
Our team focuses on building a clear plan that fits where you are today and where you want to be in retirement. We take the time to understand your priorities, your timeline and your comfort with risk before recommending any strategy.
Whether you are just starting to invest or refining an existing portfolio, we aim to make each step feel manageable and well explained.
Learn more and reach out through our website.
Our team focuses on building a clear plan that fits where you are today and where you want to be in retirement. We take the time to understand your priorities, your timeline and your comfort with risk before recommending any strategy.
Whether you are just starting to invest or refining an existing portfolio, we aim to make each step feel manageable and well explained.
Learn more and reach out through our website.