Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 760 Laurel St, San Carlos, CA 94070
- Phone
- (650) 264-1220
- Website
- locations.merrilledge.com
- County
- San Mateo 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
Merrill Investment & Retirement Financial Center is an investment services firm in San Carlos, serving individuals and families across San Carlos and the Peninsula with investment and retirement planning. We help clients build and manage portfolios aligned with their long-term goals, from saving and investing for the future to planning for retirement.
Our team works with you to understand your financial situation, priorities and timeline, then recommends strategies that fit where you are today. Whether you are just starting to invest or preparing to transition into retirement, we aim to make each step clear and manageable.
Learn more about our services on our website.
Our team works with you to understand your financial situation, priorities and timeline, then recommends strategies that fit where you are today. Whether you are just starting to invest or preparing to transition into retirement, we aim to make each step clear and manageable.
Learn more about our services on our website.