Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 3491 McKee Rd, San Jose, CA 95127
- Phone
- (408) 964-4800
- 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
Merrill Investment & Retirement Financial Center offers investment and retirement planning services to individuals and families in San Jose and across Santa Clara County. We help clients organize their savings, investments and long-term goals into a clear plan they can understand and follow.
Our team works with clients at every stage of building and preserving their wealth, from first retirement accounts to income planning for the years ahead. We focus on practical guidance tailored to each household's needs, so you always know where your money stands and what comes next.
Learn more and explore our services on our website.
Our team works with clients at every stage of building and preserving their wealth, from first retirement accounts to income planning for the years ahead. We focus on practical guidance tailored to each household's needs, so you always know where your money stands and what comes next.
Learn more and explore our services on our website.