Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 2611 N First St, San Jose, CA 95134
- Phone
- (408) 964-2948
- 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: Closed
- Sunday: Closed
About
Merrill Investment & Retirement Financial Center is an investment service in San Jose serving individuals and families across Santa Clara County who want clear guidance on their long-term financial goals. We help clients plan for retirement, build and manage investment portfolios, and make thoughtful decisions about saving and growth at every stage of life.
Our approach starts with understanding where you are today and where you want to be, so every recommendation fits your situation. We work to explain each option in plain terms, so you can make confident choices about your money.
Whether you are just beginning to invest or refining a retirement plan you have been building for years, we are here to help.
To get started, reach out through our website to schedule a conversation with our team.
Our approach starts with understanding where you are today and where you want to be, so every recommendation fits your situation. We work to explain each option in plain terms, so you can make confident choices about your money.
Whether you are just beginning to invest or refining a retirement plan you have been building for years, we are here to help.
To get started, reach out through our website to schedule a conversation with our team.