Merrill Investment & Retirement Financial Center

Business details

Category
Financial Services · Investment service
Address
2225 Quimby Rd, San Jose, CA 95122
Phone
(408) 826-3260
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

For investment and retirement planning in San Jose, Merrill Investment & Retirement Financial Center is here to help. We offer investment services for individuals and families across San Jose and the wider Santa Clara County area.

Our team focuses on helping you build a clear plan for the future, from growing your savings to preparing for retirement. We take the time to understand your goals, your timeline and your comfort with risk before recommending any next steps.

Whether you are just starting to invest or are refining a long-term strategy, we aim to make each step easy to understand.

Learn more and get started through our website.