Merrill Investment & Retirement Financial Center
Business details
- Category
- Financial Services · Investment service
- Address
- 155 Bernal Rd, San Jose, CA 95119
- Phone
- (408) 705-9240
- Website
- locations.merrilledge.com
- Neighborhood
- Santa Teresa
- 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 offers investment and retirement planning guidance to families and individuals in Santa Teresa and across San Jose. We help clients build and manage investment portfolios designed around their goals, time horizon and comfort with risk.
Our team focuses on retirement planning, helping you understand how to prepare for the years ahead with confidence. We take the time to understand your financial situation before recommending any next steps, so every plan is tailored to you.
Serving the South Bay, we are here to support clients at every stage of their financial journey.
Learn more and reach out through our website.
Our team focuses on retirement planning, helping you understand how to prepare for the years ahead with confidence. We take the time to understand your financial situation before recommending any next steps, so every plan is tailored to you.
Serving the South Bay, we are here to support clients at every stage of their financial journey.
Learn more and reach out through our website.