Merrill Investment & Retirement Financial Center

Business details

Category
Financial Services · Investment service
Address
2650 Berryessa Rd, San Jose, CA 95132
Phone
(408) 678-4259
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: 9 AM–2 PM
  • Sunday: Closed

About

Looking for investment guidance in San Jose? Merrill Investment & Retirement Financial Center helps individuals and families plan and manage their investments and retirement goals.

Our team works with clients across San Jose and Santa Clara County to build financial strategies tailored to where they are today and where they want to be. We offer investment services and retirement planning designed to support long-term financial security.

Whether you are just starting to invest or preparing for retirement, we are glad to talk through your options.

Learn more about our services on our website.